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Prio Wealth Limited Partnership’s Texas Pacific Land TPL Stock Holding History

Prio Wealth Limited Partnership’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
2024
Q3 		$795K Hold
2,694
– – 0.02% 160
2024
Q2 		$659K Hold
2,694
– – 0.02% 176
2024
Q1 		$520K Buy
2,694
+3
+0.1% +$515 0.02% 191
2023
Q4 		$471K Buy
+2,691
New +$511K 0.02% 193

Other funds holding TPL

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SA
SoftVest Advisors Abilene, Texas $921M AUM 45.28% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

Prio Wealth Limited Partnership's TPL Position: Q3 2024 in Review

Prio Wealth Limited Partnership held its Texas Pacific Land (TPL) position steady in Q3 2024 at 2,694 shares worth $795K. The position accounts for 0.02% of the portfolio, ranked #160.

Prio Wealth Limited Partnership first reported a position in TPL in Q4 2023 and has held it in 4 quarters since. 596 funds tracked by Wall St. Rank hold TPL as of Q3 2024.

  • Prio Wealth Limited Partnership held 2,694 shares of Texas Pacific Land worth $795K as of Q3 2024.
  • Prio Wealth Limited Partnership left its Texas Pacific Land share count unchanged in Q3 2024.
  • Texas Pacific Land made up 0.02% of Prio Wealth Limited Partnership's portfolio in Q3 2024, its #160 holding.
  • Prio Wealth Limited Partnership first reported a position in Texas Pacific Land in Q4 2023 and has held it in 4 quarters since.
  • 596 funds tracked by Wall St. Rank held Texas Pacific Land as of Q3 2024.

Based on Prio Wealth Limited Partnership's 13F filing for Q3 2024, filed 21 Oct 2024.