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Tandem Wealth Advisors’s Tortoise North American Pipeline ETF TPYP Stock Holding History

Tandem Wealth Advisors’s Portfolio TPYP Stock Details TPYP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-696
Closed -$17.2K – 78
2022
Q4 		$17.2K Buy
+696
New +$17.4K 0.01% 72

Other funds holding TPYP

BB
Busey Bank Urbana, Illinois $3.68B AUM 26.6% 1-Year Est. Return
AT
Arvest Trust Bartlesville, Oklahoma $1.68B AUM 14.24% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Tandem Wealth Advisors's TPYP Position: Q1 2023 in Review

Tandem Wealth Advisors sold out of Tortoise North American Pipeline ETF (TPYP) in Q1 2023, closing a stake of 696 shares — an estimated $17.2K sold.

Tandem Wealth Advisors first reported a position in TPYP in Q4 2022 and held it in 1 quarter. The position peaked at $17.2K in Q4 2022. 96 funds tracked by Wall St. Rank hold TPYP as of Q1 2023.

  • Tandem Wealth Advisors reported no remaining Tortoise North American Pipeline ETF position as of Q1 2023 after selling out during the quarter.
  • Tandem Wealth Advisors sold 696 Tortoise North American Pipeline ETF shares in Q1 2023, an estimated $17.2K.
  • Tandem Wealth Advisors first reported a position in Tortoise North American Pipeline ETF in Q4 2022 and held it in 1 quarter.
  • Tandem Wealth Advisors's Tortoise North American Pipeline ETF position peaked at $17.2K in Q4 2022.
  • 96 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q1 2023.

Based on Tandem Wealth Advisors's 13F filing for Q1 2023, filed 7 Jul 2023.