SOA
TPZ

Sea Otter Advisors’s Tortoise Electrification Infrastructure ETF TPZ Stock Holding History

Sea Otter Advisors’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
2024
Q1 		– Sell
-6,788
Closed -$95.1K – 162
2023
Q4 		$95.1K Buy
6,788
+1,474
+28% +$19.9K 0.06% 80
2023
Q3 		$71K Buy
+5,314
New +$72.4K 0.04% 112

Other funds holding TPZ

RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 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
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 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
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

Sea Otter Advisors's TPZ Position: Q1 2024 in Review

Sea Otter Advisors sold out of Tortoise Electrification Infrastructure ETF (TPZ) in Q1 2024, closing a stake of 6,788 shares — an estimated $95.1K sold.

Sea Otter Advisors first reported a position in TPZ in Q3 2023 and held it in 2 quarters. The position peaked at $95.1K in Q4 2023. 36 funds tracked by Wall St. Rank hold TPZ as of Q1 2024.

  • Sea Otter Advisors reported no remaining Tortoise Electrification Infrastructure ETF position as of Q1 2024 after selling out during the quarter.
  • Sea Otter Advisors sold 6,788 Tortoise Electrification Infrastructure ETF shares in Q1 2024, an estimated $95.1K.
  • Sea Otter Advisors first reported a position in Tortoise Electrification Infrastructure ETF in Q3 2023 and held it in 2 quarters.
  • Sea Otter Advisors's Tortoise Electrification Infrastructure ETF position peaked at $95.1K in Q4 2023.
  • 36 funds tracked by Wall St. Rank held Tortoise Electrification Infrastructure ETF as of Q1 2024.

Based on Sea Otter Advisors's 13F filing for Q1 2024, filed 15 May 2024.