West Financial Advisors’s Kimbell Royalty Partners KRP Stock Holding History

West Financial Advisors’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
2024 Q1	–	Sell	-118	Closed	-$1.78K	–	160
2023 Q4	$1.78K	Buy	118 +3	+3%	+$47	﹤0.01%	142
2023 Q3	$1.83K	Buy	115 +3	+3%	+$45	﹤0.01%	177
2023 Q2	$1.64K	Buy	112 +3	+3%	+$46	﹤0.01%	156
2023 Q1	$1.67K	Buy	109 +3	+3%	+$47	﹤0.01%	140
2022 Q4	$1.77K	Buy	106 +3	+3%	+$53	﹤0.01%	136
2022 Q3	$2K	Buy	103 +3	+3%	+$51	﹤0.01%	162
2022 Q2	$2K	Buy	+100	New	+$1.74K	﹤0.01%	150

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 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

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

EIP

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

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

West Financial Advisors's KRP Position: Q1 2024 in Review

West Financial Advisors sold out of Kimbell Royalty Partners (KRP) in Q1 2024, closing a stake of 118 shares — an estimated $1.78K sold.

West Financial Advisors first reported a position in KRP in Q2 2022 and held it in 7 quarters. The position peaked at $2K in Q3 2022. 138 funds tracked by Wall St. Rank hold KRP as of Q1 2024.

West Financial Advisors reported no remaining Kimbell Royalty Partners position as of Q1 2024 after selling out during the quarter.
West Financial Advisors sold 118 Kimbell Royalty Partners shares in Q1 2024, an estimated $1.78K.
West Financial Advisors first reported a position in Kimbell Royalty Partners in Q2 2022 and held it in 7 quarters.
West Financial Advisors's Kimbell Royalty Partners position peaked at $2K in Q3 2022.
138 funds tracked by Wall St. Rank held Kimbell Royalty Partners as of Q1 2024.

Based on West Financial Advisors's 13F filing for Q1 2024, filed 11 Apr 2024.