PFO
TPZ

Pathstone Family Office’s Tortoise Electrification Infrastructure ETF TPZ Stock Holding History

Pathstone Family Office’s Portfolio TPZ Stock Details TPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,076
Closed -$445K – 1495
2022
Q4 		$445K Buy
+1,076
New +$14.3K ﹤0.01% 1151

Other funds holding TPZ

RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Pathstone Family Office's TPZ Position: Q1 2023 in Review

Pathstone Family Office sold out of Tortoise Electrification Infrastructure ETF (TPZ) in Q1 2023, closing a stake of 1,076 shares — an estimated $445K sold.

Pathstone Family Office first reported a position in TPZ in Q4 2022 and held it in 1 quarter. The position peaked at $445K in Q4 2022. 35 funds tracked by Wall St. Rank hold TPZ as of Q1 2023.

  • Pathstone Family Office reported no remaining Tortoise Electrification Infrastructure ETF position as of Q1 2023 after selling out during the quarter.
  • Pathstone Family Office sold 1,076 Tortoise Electrification Infrastructure ETF shares in Q1 2023, an estimated $445K.
  • Pathstone Family Office first reported a position in Tortoise Electrification Infrastructure ETF in Q4 2022 and held it in 1 quarter.
  • Pathstone Family Office's Tortoise Electrification Infrastructure ETF position peaked at $445K in Q4 2022.
  • 35 funds tracked by Wall St. Rank held Tortoise Electrification Infrastructure ETF as of Q1 2023.

Based on Pathstone Family Office's 13F filing for Q1 2023, filed 15 May 2023.