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Aaron Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

Aaron Wealth Advisors’s Portfolio EPD Stock Details EPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-34,939
Closed -$851K – 230
2022
Q2 		$851K Sell
34,939
-372,394
-91% -$9.8M 0.21% 69
2022
Q1 		$15.8M Buy
407,333
+391,551
+2,481% +$9.51M 0.22% 52
2021
Q4 		$346K Buy
15,782
+3,268
+26% +$73.3K 0.1% 127
2021
Q3 		$270K Hold
12,514
– – 0.08% 134
2021
Q2 		$301K Buy
+12,514
New +$296K 0.1% 127

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MB
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BlackRock
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AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Aaron Wealth Advisors's EPD Position: Q3 2022 in Review

Aaron Wealth Advisors sold out of Enterprise Products Partners (EPD) in Q3 2022, closing a stake of 34,939 shares — an estimated $851K sold.

Aaron Wealth Advisors first reported a position in EPD in Q2 2021 and held it in 5 quarters. The position peaked at $15.8M in Q1 2022. 1,129 funds tracked by Wall St. Rank hold EPD as of Q3 2022.

  • Aaron Wealth Advisors reported no remaining Enterprise Products Partners position as of Q3 2022 after selling out during the quarter.
  • Aaron Wealth Advisors sold 34,939 Enterprise Products Partners shares in Q3 2022, an estimated $851K.
  • Aaron Wealth Advisors first reported a position in Enterprise Products Partners in Q2 2021 and held it in 5 quarters.
  • Aaron Wealth Advisors's Enterprise Products Partners position peaked at $15.8M in Q1 2022.
  • 1,129 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2022.

Based on Aaron Wealth Advisors's 13F filing for Q3 2022, filed 21 Oct 2022.