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Marshall & Sterling Wealth Advisors’s Kimbell Royalty Partners KRP Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio KRP Stock Details KRP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-97
Closed -$1.57K – 654
2024
Q4 		$1.57K Buy
+97
New +$1.56K ﹤0.01% 317

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UBS Group
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MRCM
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Macquarie Group
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GCM
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EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's KRP Position: Q1 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Kimbell Royalty Partners (KRP) in Q1 2025, closing a stake of 97 shares — an estimated $1.57K sold.

Marshall & Sterling Wealth Advisors first reported a position in KRP in Q4 2024 and held it in 1 quarter. The position peaked at $1.57K in Q4 2024. 191 funds tracked by Wall St. Rank hold KRP as of Q1 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Kimbell Royalty Partners position as of Q1 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 97 Kimbell Royalty Partners shares in Q1 2025, an estimated $1.57K.
  • Marshall & Sterling Wealth Advisors first reported a position in Kimbell Royalty Partners in Q4 2024 and held it in 1 quarter.
  • Marshall & Sterling Wealth Advisors's Kimbell Royalty Partners position peaked at $1.57K in Q4 2024.
  • 191 funds tracked by Wall St. Rank held Kimbell Royalty Partners as of Q1 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.