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Sutton Wealth Advisors’s Kimbell Royalty Partners KRP Stock Holding History

Sutton Wealth Advisors’s Portfolio KRP Stock Details KRP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$175K Hold
10,933
– – 0.09% 118
2023
Q2 		$161K Hold
10,933
– – 0.08% 128
2023
Q1 		$167K Buy
10,933
+343
+3% +$5.37K 0.09% 118
2022
Q4 		$177K Buy
+10,590
New +$186K 0.07% 187

Other funds holding KRP

EECFV
EnCap Energy Capital Fund VIII Houston, Texas $84.9M AUM 18.68% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
MRCM
Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
YCM
Yaupon Capital Management New York $3.2B AUM 46.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Sutton Wealth Advisors's KRP Position: Q3 2023 in Review

Sutton Wealth Advisors held its Kimbell Royalty Partners (KRP) position steady in Q3 2023 at 10,933 shares worth $175K. The position accounts for 0.09% of the portfolio, ranked #118.

Sutton Wealth Advisors first reported a position in KRP in Q4 2022 and has held it in 4 quarters since. The position peaked at $177K in Q4 2022. 140 funds tracked by Wall St. Rank hold KRP as of Q3 2023.

  • Sutton Wealth Advisors held 10,933 shares of Kimbell Royalty Partners worth $175K as of Q3 2023.
  • Sutton Wealth Advisors left its Kimbell Royalty Partners share count unchanged in Q3 2023.
  • Kimbell Royalty Partners made up 0.09% of Sutton Wealth Advisors's portfolio in Q3 2023, its #118 holding.
  • Sutton Wealth Advisors first reported a position in Kimbell Royalty Partners in Q4 2022 and has held it in 4 quarters since.
  • Sutton Wealth Advisors's Kimbell Royalty Partners position peaked at $177K in Q4 2022.
  • 140 funds tracked by Wall St. Rank held Kimbell Royalty Partners as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.