Ridgecrest Wealth Partners’s Texas Pacific Land TPL Stock Holding History

Ridgecrest Wealth Partners’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 Q2	–	Sell	-7,182	Closed	-$1.38M	–	115
2024 Q1	$1.38M	Sell	7,182 -1,818	-20%	-$312K	0.82%	28
2023 Q4	$1.57M	Hold	9,000	–	–	1.04%	23
2023 Q3	$1.82M	Buy	+9,000	New	+$1.7M	1.28%	19

Other funds holding TPL

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return

Ridgecrest Wealth Partners's TPL Position: Q2 2024 in Review

Ridgecrest Wealth Partners sold out of Texas Pacific Land (TPL) in Q2 2024, closing a stake of 7,182 shares — an estimated $1.38M sold.

Ridgecrest Wealth Partners first reported a position in TPL in Q3 2023 and held it in 3 quarters. The position peaked at $1.82M in Q3 2023. 570 funds tracked by Wall St. Rank hold TPL as of Q2 2024.

Ridgecrest Wealth Partners reported no remaining Texas Pacific Land position as of Q2 2024 after selling out during the quarter.
Ridgecrest Wealth Partners sold 7,182 Texas Pacific Land shares in Q2 2024, an estimated $1.38M.
Ridgecrest Wealth Partners first reported a position in Texas Pacific Land in Q3 2023 and held it in 3 quarters.
Ridgecrest Wealth Partners's Texas Pacific Land position peaked at $1.82M in Q3 2023.
570 funds tracked by Wall St. Rank held Texas Pacific Land as of Q2 2024.

Based on Ridgecrest Wealth Partners's 13F filing for Q2 2024, filed 5 Aug 2024.