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WealthPLAN Partners’s Kimbell Royalty Partners KRP Stock Holding History

WealthPLAN Partners’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 		– Sell
-545
Closed -$8.01K – 757
2023
Q2 		$8.01K Hold
545
– – ﹤0.01% 832
2023
Q1 		$8.29K Buy
+545
New +$8.54K ﹤0.01% 909

Other funds holding KRP

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EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
MRCM
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Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 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 $1.89T AUM 35.08% 1-Year Est. Return
YCM
Yaupon Capital Management New York $5.08B AUM 53.49% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

WealthPLAN Partners's KRP Position: Q3 2023 in Review

WealthPLAN Partners sold out of Kimbell Royalty Partners (KRP) in Q3 2023, closing a stake of 545 shares — an estimated $8.01K sold.

WealthPLAN Partners first reported a position in KRP in Q1 2023 and held it in 2 quarters. The position peaked at $8.29K in Q1 2023. 140 funds tracked by Wall St. Rank hold KRP as of Q3 2023.

  • WealthPLAN Partners reported no remaining Kimbell Royalty Partners position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 545 Kimbell Royalty Partners shares in Q3 2023, an estimated $8.01K.
  • WealthPLAN Partners first reported a position in Kimbell Royalty Partners in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Kimbell Royalty Partners position peaked at $8.29K in Q1 2023.
  • 140 funds tracked by Wall St. Rank held Kimbell Royalty Partners as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.