Guardian Wealth Advisors (North Carolina)’s Texas Pacific Land TPL Stock Holding History

Guardian Wealth Advisors (North Carolina)’s Portfolio TPL Stock Details TPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-2,151	Closed	-$436K	–	461
2023 Q3	$436K	Hold	2,151	–	–	0.07%	133
2023 Q2	$315K	Hold	2,151	–	–	0.05%	167
2023 Q1	$407K	Sell	2,151 -36	-2%	-$7.5K	0.07%	140
2022 Q4	$570K	Buy	2,187 +36	+2%	+$9.54K	0.11%	101
2022 Q3	$425K	Hold	2,151	–	–	0.08%	119
2022 Q2	$356K	Buy	+2,151	New	+$352K	0.07%	130

Other funds holding TPL

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SoftVest Advisors Abilene, Texas $872M AUM 28.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return

PHAM

Pacific Heights Asset Management San Francisco, California $2.99B AUM 52.5% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s TPL Position: Q4 2023 in Review

Guardian Wealth Advisors (North Carolina) sold out of Texas Pacific Land (TPL) in Q4 2023, closing a stake of 2,151 shares — an estimated $436K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in TPL in Q2 2022 and held it in 6 quarters. The position peaked at $570K in Q4 2022. 471 funds tracked by Wall St. Rank hold TPL as of Q4 2023.

Guardian Wealth Advisors (North Carolina) reported no remaining Texas Pacific Land position as of Q4 2023 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 2,151 Texas Pacific Land shares in Q4 2023, an estimated $436K.
Guardian Wealth Advisors (North Carolina) first reported a position in Texas Pacific Land in Q2 2022 and held it in 6 quarters.
Guardian Wealth Advisors (North Carolina)'s Texas Pacific Land position peaked at $570K in Q4 2022.
471 funds tracked by Wall St. Rank held Texas Pacific Land as of Q4 2023.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q4 2023, filed 14 Feb 2024.