Loring Wolcott & Coolidge Fiduciary Advisors’s Texas Pacific Land TPL Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
2025 Q1	–	Sell	-405	Closed	-$170K	–	583
2024 Q4	$170K	Sell	405 -297	-42%	-$121K	﹤0.01%	301
2024 Q3	$255K	Hold	702	–	–	﹤0.01%	257
2024 Q2	$193K	Sell	702 -8,712	-93%	-$1.83M	﹤0.01%	274
2024 Q1	$1.84M	Hold	9,414	–	–	0.02%	118
2023 Q4	$1.53M	Sell	9,414 -270	-3%	-$51.3K	0.02%	128
2023 Q3	$1.93M	Sell	9,684 -630	-6%	-$119K	0.02%	117
2023 Q2	$1.51M	Buy	+10,314	New	+$1.65M	0.02%	127

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SoftVest Advisors Abilene, Texas $872M AUM 28.76% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Loring Wolcott & Coolidge Fiduciary Advisors's TPL Position: Q1 2025 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Texas Pacific Land (TPL) in Q1 2025, closing a stake of 405 shares — an estimated $170K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in TPL in Q2 2023 and held it in 7 quarters. The position peaked at $1.93M in Q3 2023. 748 funds tracked by Wall St. Rank hold TPL as of Q1 2025.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Texas Pacific Land position as of Q1 2025 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 405 Texas Pacific Land shares in Q1 2025, an estimated $170K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Texas Pacific Land in Q2 2023 and held it in 7 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Texas Pacific Land position peaked at $1.93M in Q3 2023.
748 funds tracked by Wall St. Rank held Texas Pacific Land as of Q1 2025.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.