LCGC
TPYP icon

Legacy Capital Group California’s Tortoise North American Pipeline ETF TPYP Stock Holding History

Legacy Capital Group California’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
Q4 		– Sell
-9,133
Closed -$287K – 358
2024
Q3 		$287K Buy
+9,133
New +$277K 0.1% 240
2023
Q2 		– Sell
-42,405
Closed -$1.03M – 295
2023
Q1 		$1.03M Buy
+42,405
New +$1.06M 0.5% 47

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Legacy Capital Group California's TPYP Position: Q4 2024 in Review

Legacy Capital Group California sold out of Tortoise North American Pipeline ETF (TPYP) in Q4 2024, closing a stake of 9,133 shares — an estimated $287K sold.

Legacy Capital Group California first reported a position in TPYP in Q1 2023 and held it in 2 quarters. The position peaked at $1.03M in Q1 2023. 117 funds tracked by Wall St. Rank hold TPYP as of Q4 2024.

  • Legacy Capital Group California reported no remaining Tortoise North American Pipeline ETF position as of Q4 2024 after selling out during the quarter.
  • Legacy Capital Group California sold 9,133 Tortoise North American Pipeline ETF shares in Q4 2024, an estimated $287K.
  • Legacy Capital Group California first reported a position in Tortoise North American Pipeline ETF in Q1 2023 and held it in 2 quarters.
  • Legacy Capital Group California's Tortoise North American Pipeline ETF position peaked at $1.03M in Q1 2023.
  • 117 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q4 2024.

Based on Legacy Capital Group California's 13F filing for Q4 2024, filed 3 Feb 2025.