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Plante Moran Financial Advisors’s Texas Pacific Land TPL Stock Holding History

Plante Moran Financial 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
2023
Q1 		– Sell
-45
Closed -$11.7K – 904
2022
Q4 		$11.7K Buy
+45
New +$11.9K ﹤0.01% 557

Other funds holding TPL

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
SA
SoftVest Advisors Abilene, Texas $921M AUM 45.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

Plante Moran Financial Advisors's TPL Position: Q1 2023 in Review

Plante Moran Financial Advisors sold out of Texas Pacific Land (TPL) in Q1 2023, closing a stake of 45 shares — an estimated $11.7K sold.

Plante Moran Financial Advisors first reported a position in TPL in Q4 2022 and held it in 1 quarter. The position peaked at $11.7K in Q4 2022. 463 funds tracked by Wall St. Rank hold TPL as of Q1 2023.

  • Plante Moran Financial Advisors reported no remaining Texas Pacific Land position as of Q1 2023 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 45 Texas Pacific Land shares in Q1 2023, an estimated $11.7K.
  • Plante Moran Financial Advisors first reported a position in Texas Pacific Land in Q4 2022 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Texas Pacific Land position peaked at $11.7K in Q4 2022.
  • 463 funds tracked by Wall St. Rank held Texas Pacific Land as of Q1 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2023, filed 8 May 2023.