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Values First Advisors’s Texas Pacific Land TPL Stock Holding History

Values First 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
-18
Closed -$3.36K – 326
2023
Q1 		$3.36K Buy
+18
New +$3.75K ﹤0.01% 252

Other funds holding TPL

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
SA
SoftVest Advisors Abilene, Texas $921M AUM 45.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
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

Values First Advisors's TPL Position: Q2 2023 in Review

Values First Advisors sold out of Texas Pacific Land (TPL) in Q2 2023, closing a stake of 18 shares — an estimated $3.36K sold.

Values First Advisors first reported a position in TPL in Q1 2023 and held it in 1 quarter. The position peaked at $3.36K in Q1 2023. 430 funds tracked by Wall St. Rank hold TPL as of Q2 2023.

  • Values First Advisors reported no remaining Texas Pacific Land position as of Q2 2023 after selling out during the quarter.
  • Values First Advisors sold 18 Texas Pacific Land shares in Q2 2023, an estimated $3.36K.
  • Values First Advisors first reported a position in Texas Pacific Land in Q1 2023 and held it in 1 quarter.
  • Values First Advisors's Texas Pacific Land position peaked at $3.36K in Q1 2023.
  • 430 funds tracked by Wall St. Rank held Texas Pacific Land as of Q2 2023.

Based on Values First Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.