SkyOak Wealth’s Texas Pacific Land TPL Stock Holding History

SkyOak Wealth’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 Q1	–	Sell	-1,422	Closed	-$248K	–	268
2023 Q4	$248K	Sell	1,422 -9	-0.6%	-$1.71K	0.06%	205
2023 Q3	$290K	Buy	1,431 +18	+1%	+$3.4K	0.08%	172
2023 Q2	$207K	Buy	1,413 +162	+13%	+$26K	0.06%	218
2023 Q1	$236K	Buy	+1,251	New	+$261K	0.07%	197
2022 Q3	–	Sell	-1,287	Closed	-$213K	–	234
2022 Q2	$213K	Sell	1,287 -450	-26%	-$73.6K	0.07%	183
2022 Q1	$261K	Buy	+1,737	New	+$229K	0.07%	189

Other funds holding TPL

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

SoftVest Advisors Abilene, Texas $921M AUM 45.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

PHAM

Pacific Heights Asset Management San Francisco, California $3.16B AUM 42.38% 1-Year Est. Return

SkyOak Wealth's TPL Position: Q1 2024 in Review

SkyOak Wealth sold out of Texas Pacific Land (TPL) in Q1 2024, closing a stake of 1,422 shares — an estimated $248K sold.

SkyOak Wealth first reported a position in TPL in Q1 2022 and held it in 6 quarters. The position peaked at $290K in Q3 2023. 477 funds tracked by Wall St. Rank hold TPL as of Q1 2024.

SkyOak Wealth reported no remaining Texas Pacific Land position as of Q1 2024 after selling out during the quarter.
SkyOak Wealth sold 1,422 Texas Pacific Land shares in Q1 2024, an estimated $248K.
SkyOak Wealth first reported a position in Texas Pacific Land in Q1 2022 and held it in 6 quarters.
SkyOak Wealth's Texas Pacific Land position peaked at $290K in Q3 2023.
477 funds tracked by Wall St. Rank held Texas Pacific Land as of Q1 2024.

Based on SkyOak Wealth's 13F filing for Q1 2024, filed 29 Apr 2024.