WealthSource Partners’s Kimbell Royalty Partners KRP Stock Holding History

WealthSource 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 Q4	$229K	Buy	15,197 +471	+3%	+$7.38K	0.01%	460
2023 Q3	$236K	Buy	14,726 +171	+1%	+$2.59K	0.02%	449
2023 Q2	$214K	Buy	14,555 +312	+2%	+$4.82K	0.01%	465
2023 Q1	$217K	Buy	14,243 +48	+0.3%	+$752	0.01%	464
2022 Q4	$237K	Buy	14,195 +396	+3%	+$6.96K	0.02%	440
2022 Q3	$234K	Buy	13,799 +223	+2%	+$3.82K	0.02%	434
2022 Q2	$213K	Buy	13,576 +410	+3%	+$7.13K	0.02%	476
2022 Q1	$214K	Buy	13,166 +176	+1%	+$2.73K	0.01%	531
2021 Q4	$177K	Buy	12,990 +312	+2%	+$4.47K	0.01%	535
2021 Q3	$179K	Buy	12,678 +350	+3%	+$4.17K	0.02%	490
2021 Q2	$158K	Buy	12,328 +267	+2%	+$3.18K	0.01%	448
2021 Q1	$122K	Buy	12,061 +215	+2%	+$2.08K	0.01%	423
2020 Q4	$94K	Buy	11,846 +936	+9%	+$6.78K	0.01%	372
2020 Q3	$67K	Buy	+10,910	New	+$88.1K	0.01%	351

Other funds holding KRP

EECFV

EnCap Energy Capital Fund VIII Houston, Texas $84.9M AUM 18.68% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

MRCM

Mill Road Capital Management Greenwich, Connecticut $203M AUM 79.43% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

POIA

Pin Oak Investment Advisors Houston, Texas $141M AUM 31.2% 1-Year Est. Return

WealthSource Partners's KRP Position: Q4 2023 in Review

WealthSource Partners increased its Kimbell Royalty Partners (KRP) stake by 3.2% in Q4 2023, buying an estimated $7.38K and bringing the position to 15,197 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #460.

WealthSource Partners first reported a position in KRP in Q3 2020 and has held it in 14 quarters since. The position peaked at $237K in Q4 2022. 137 funds tracked by Wall St. Rank hold KRP as of Q4 2023.

WealthSource Partners held 15,197 shares of Kimbell Royalty Partners worth $229K as of Q4 2023.
WealthSource Partners bought 471 Kimbell Royalty Partners shares in Q4 2023, an estimated $7.38K.
Kimbell Royalty Partners made up 0.01% of WealthSource Partners's portfolio in Q4 2023, its #460 holding.
WealthSource Partners first reported a position in Kimbell Royalty Partners in Q3 2020 and has held it in 14 quarters since.
WealthSource Partners's Kimbell Royalty Partners position peaked at $237K in Q4 2022.
137 funds tracked by Wall St. Rank held Kimbell Royalty Partners as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.