IWP
TPL icon

Icon Wealth Partners’s Texas Pacific Land TPL Stock Holding History

Icon Wealth Partners’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
2019
Q2 		– Sell
-162
Closed -$14K – 710
2019
Q1 		$14K Buy
+162
New +$12.7K 0.01% 628

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PHAM
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Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PC
Polar Capital London, United Kingdom $13.5B AUM 55.9% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return
LKIM
Lawson Kroeker Investment Management Omaha, Nebraska $343M AUM 17.29% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return

Icon Wealth Partners's TPL Position: Q2 2019 in Review

Icon Wealth Partners sold out of Texas Pacific Land (TPL) in Q2 2019, closing a stake of 162 shares — an estimated $14K sold.

Icon Wealth Partners first reported a position in TPL in Q1 2019 and held it in 1 quarter. The position peaked at $14K in Q1 2019. 203 funds tracked by Wall St. Rank hold TPL as of Q2 2019.

  • Icon Wealth Partners reported no remaining Texas Pacific Land position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 162 Texas Pacific Land shares in Q2 2019, an estimated $14K.
  • Icon Wealth Partners first reported a position in Texas Pacific Land in Q1 2019 and held it in 1 quarter.
  • Icon Wealth Partners's Texas Pacific Land position peaked at $14K in Q1 2019.
  • 203 funds tracked by Wall St. Rank held Texas Pacific Land as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.