VitalStone Financial’s Texas Pacific Land TPL Stock Holding History

VitalStone Financial’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	-9	Closed	-$2K	–	608
2023 Q4	$2K	Hold	9	–	–	﹤0.01%	428
2023 Q3	$2K	Sell	9 -144	-94%	-$27.2K	﹤0.01%	393
2023 Q2	$29K	Buy	153 +117	+325%	+$18.8K	0.02%	447
2023 Q1	$5K	Sell	36 -81	-69%	-$16.9K	﹤0.01%	251
2022 Q4	$30K	Buy	+117	New	+$31K	0.02%	214

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 $3.38T AUM 44.17% 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

VitalStone Financial's TPL Position: Q1 2024 in Review

VitalStone Financial sold out of Texas Pacific Land (TPL) in Q1 2024, closing a stake of 9 shares — an estimated $2K sold.

VitalStone Financial first reported a position in TPL in Q4 2022 and held it in 5 quarters. The position peaked at $30K in Q4 2022. 477 funds tracked by Wall St. Rank hold TPL as of Q1 2024.

VitalStone Financial reported no remaining Texas Pacific Land position as of Q1 2024 after selling out during the quarter.
VitalStone Financial sold 9 Texas Pacific Land shares in Q1 2024, an estimated $2K.
VitalStone Financial first reported a position in Texas Pacific Land in Q4 2022 and held it in 5 quarters.
VitalStone Financial's Texas Pacific Land position peaked at $30K in Q4 2022.
477 funds tracked by Wall St. Rank held Texas Pacific Land as of Q1 2024.

Based on VitalStone Financial's 13F filing for Q1 2024, filed 6 May 2024.