TCI Wealth Advisors’s Texas Pacific Land TPL Stock Holding History

TCI Wealth Advisors’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
2023 Q2	–	Sell	-1,107	Closed	-$209K	–	2062
2023 Q1	$209K	Buy	1,107 +927	+515%	+$193K	0.03%	180
2022 Q4	$46.9K	Sell	180 -27	-13%	-$7.16K	0.01%	432
2022 Q3	$41K	Hold	207	–	–	0.01%	424
2022 Q2	$34K	Sell	207 -18	-8%	-$2.94K	0.01%	476
2022 Q1	$34K	Sell	225 -54	-19%	-$7.12K	0.01%	511
2021 Q4	$39K	Buy	279 +36	+15%	+$5.02K	0.01%	470
2021 Q3	$33K	Buy	+243	New	+$37.8K	0.01%	520

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

TCI Wealth Advisors's TPL Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Texas Pacific Land (TPL) in Q2 2023, closing a stake of 1,107 shares — an estimated $209K sold.

TCI Wealth Advisors first reported a position in TPL in Q3 2021 and held it in 7 quarters. The position peaked at $209K in Q1 2023. 430 funds tracked by Wall St. Rank hold TPL as of Q2 2023.

TCI Wealth Advisors reported no remaining Texas Pacific Land position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 1,107 Texas Pacific Land shares in Q2 2023, an estimated $209K.
TCI Wealth Advisors first reported a position in Texas Pacific Land in Q3 2021 and held it in 7 quarters.
TCI Wealth Advisors's Texas Pacific Land position peaked at $209K in Q1 2023.
430 funds tracked by Wall St. Rank held Texas Pacific Land as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.