Investmark Advisory Group’s Texas Pacific Land TPL Stock Holding History

Investmark Advisory Group’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
2022 Q4	–	Sell	-1,233	Closed	-$244K	–	116
2022 Q3	$244K	Hold	1,233	–	–	0.22%	79
2022 Q2	$204K	Buy	+1,233	New	+$202K	0.2%	84
2022 Q1	–	Sell	-1,206	Closed	-$168K	–	332
2021 Q4	$168K	Buy	+1,206	New	+$168K	0.16%	96

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SIC

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

Investmark Advisory Group's TPL Position: Q4 2022 in Review

Investmark Advisory Group sold out of Texas Pacific Land (TPL) in Q4 2022, closing a stake of 1,233 shares — an estimated $244K sold.

Investmark Advisory Group first reported a position in TPL in Q4 2021 and held it in 3 quarters. The position peaked at $244K in Q3 2022. 482 funds tracked by Wall St. Rank hold TPL as of Q4 2022.

Investmark Advisory Group reported no remaining Texas Pacific Land position as of Q4 2022 after selling out during the quarter.
Investmark Advisory Group sold 1,233 Texas Pacific Land shares in Q4 2022, an estimated $244K.
Investmark Advisory Group first reported a position in Texas Pacific Land in Q4 2021 and held it in 3 quarters.
Investmark Advisory Group's Texas Pacific Land position peaked at $244K in Q3 2022.
482 funds tracked by Wall St. Rank held Texas Pacific Land as of Q4 2022.

Based on Investmark Advisory Group's 13F filing for Q4 2022, filed 24 Jan 2023.