Kalos Management’s Texas Pacific Land TPL Stock Holding History

Kalos Management’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 Q2	–	Sell	-135	Closed	-$25.5K	–	346
2023 Q1	$25.5K	Buy	+135	New	+$28.1K	0.05%	129

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

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

Kalos Management's TPL Position: Q2 2023 in Review

Kalos Management sold out of Texas Pacific Land (TPL) in Q2 2023, closing a stake of 135 shares — an estimated $25.5K sold.

Kalos Management first reported a position in TPL in Q1 2023 and held it in 1 quarter. The position peaked at $25.5K in Q1 2023. 430 funds tracked by Wall St. Rank hold TPL as of Q2 2023.

Kalos Management reported no remaining Texas Pacific Land position as of Q2 2023 after selling out during the quarter.
Kalos Management sold 135 Texas Pacific Land shares in Q2 2023, an estimated $25.5K.
Kalos Management first reported a position in Texas Pacific Land in Q1 2023 and held it in 1 quarter.
Kalos Management's Texas Pacific Land position peaked at $25.5K in Q1 2023.
430 funds tracked by Wall St. Rank held Texas Pacific Land as of Q2 2023.

Based on Kalos Management's 13F filing for Q2 2023, filed 9 Aug 2023.