KHC
TPYP icon

Koesten Hirschmann & Crabtree’s Tortoise North American Pipeline ETF TPYP Stock Holding History

Koesten Hirschmann & Crabtree’s Portfolio TPYP Stock Details TPYP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,910
Closed -$53.4K – 227
2024
Q2 		$53.4K Hold
1,910
– – 0.03% 81
2024
Q1 		$53.4K Hold
1,910
– – 0.03% 81
2023
Q4 		$49.5K Hold
1,910
– – 0.03% 70
2023
Q3 		$46.7K Sell
1,910
-1,515
-44% -$38K 0.04% 56
2023
Q2 		$84.4K Sell
3,425
-1,010
-23% -$24.6K 0.06% 44
2023
Q1 		$108K Hold
4,435
– – 0.08% 37
2022
Q4 		$110K Buy
+4,435
New +$111K 0.09% 34

Other funds holding TPYP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ABTD
Arvest Bank Trust Division Dewey, Oklahoma $1.84B AUM 20.84% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
BB
Busey Bank Urbana, Illinois $3.68B AUM 26.6% 1-Year Est. Return

Koesten Hirschmann & Crabtree's TPYP Position: Q3 2024 in Review

Koesten Hirschmann & Crabtree sold out of Tortoise North American Pipeline ETF (TPYP) in Q3 2024, closing a stake of 1,910 shares — an estimated $53.4K sold.

Koesten Hirschmann & Crabtree first reported a position in TPYP in Q4 2022 and held it in 7 quarters. The position peaked at $110K in Q4 2022. 111 funds tracked by Wall St. Rank hold TPYP as of Q3 2024.

  • Koesten Hirschmann & Crabtree reported no remaining Tortoise North American Pipeline ETF position as of Q3 2024 after selling out during the quarter.
  • Koesten Hirschmann & Crabtree sold 1,910 Tortoise North American Pipeline ETF shares in Q3 2024, an estimated $53.4K.
  • Koesten Hirschmann & Crabtree first reported a position in Tortoise North American Pipeline ETF in Q4 2022 and held it in 7 quarters.
  • Koesten Hirschmann & Crabtree's Tortoise North American Pipeline ETF position peaked at $110K in Q4 2022.
  • 111 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q3 2024.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q3 2024, filed 4 Nov 2024.