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Abich Financial Wealth Management’s Energy Transfer Partners ET Stock Holding History

Abich Financial Wealth Management’s Portfolio ET Stock Details ET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-170
Closed -$2.76K – 538
2024
Q2 		$2.76K Hold
170
– – ﹤0.01% 428
2024
Q1 		$2.67K Sell
170
-8,333
-98% -$121K ﹤0.01% 354
2023
Q4 		$117K Buy
+8,503
New +$116K 0.11% 28

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AA
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Morgan Stanley
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Abich Financial Wealth Management's ET Position: Q3 2024 in Review

Abich Financial Wealth Management sold out of Energy Transfer Partners (ET) in Q3 2024, closing a stake of 170 shares — an estimated $2.76K sold.

Abich Financial Wealth Management first reported a position in ET in Q4 2023 and held it in 3 quarters. The position peaked at $117K in Q4 2023. 1,097 funds tracked by Wall St. Rank hold ET as of Q3 2024.

  • Abich Financial Wealth Management reported no remaining Energy Transfer Partners position as of Q3 2024 after selling out during the quarter.
  • Abich Financial Wealth Management sold 170 Energy Transfer Partners shares in Q3 2024, an estimated $2.76K.
  • Abich Financial Wealth Management first reported a position in Energy Transfer Partners in Q4 2023 and held it in 3 quarters.
  • Abich Financial Wealth Management's Energy Transfer Partners position peaked at $117K in Q4 2023.
  • 1,097 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.