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Managed Portfolio Ser tortoise nram pi shares owned by HPM Partners

Quarter-by-quarter ownership of Managed Portfolio Ser tortoise nram pi (TPYP) shares owned by HPM Partners from 13F filings

Historical chart of HPM Partners investment in Managed Portfolio Ser tortoise nram pi

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All positions including Managed Portfolio Ser tortoise nram pi held by HPM Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Managed Portfolio Ser tortoise nram pi by HPM Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.6M 254k 25.94
2023-06-30 $6.4M 260k 24.65
2023-03-31 $6.5M 267k 24.32
2022-12-31 $7.1M 288k 24.69

More positions owned by HPM Partners

Vanguard Index Fds Ex Trd Eq Fd (VOO)
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Microsoft Corp Stock (MSFT)
Procter And Gamble Stock (PG)
Spdr S&p 500 Etf Tr Equity (SPY)
Ishares Tr Ex Trd Eq Fd (IVV)
Vanguard Tax-managed Fds Equity (VEA)
Ishares Tr Etf (IEFA)
Credit Accep Corp Mich Stock (CACC)
Amazon Stock Put Option (Principal) (AMZN)
Ishares Tr Etf (QUAL)
Nvidia Corporation Stock (NVDA)
Schwab Strategic Tr Equity (SCHX)
Alphabet Equity (GOOGL)
Alphabet Equity (GOOG)

View all positions for HPM Partners

Top funds holding Managed Portfolio Ser tortoise nram pi

Arvest Trust Co N A
Bank of America Corporation
Foster & Motley
Arvest Investments
Atwood & Palmer
Keudell/Morrison Wealth Management
Busey Trust Company
Wells Fargo & Company
UBS Group
Commonwealth Equity Services
CWM
Triangle Securities Wealth Management
HPM Partners
Oxbow Advisors
Edmonds Duncan Registered Investment Advisors

View all funds holding Managed Portfolio Ser tortoise nram pi