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Accel Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Accel Wealth Management’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
2023
Q2 		– Sell
-7,056
Closed -$183K – 374
2023
Q1 		$183K Buy
7,056
+86
+1% +$2.21K 0.07% 230
2022
Q4 		$168K Buy
6,970
+91
+1% +$2.24K 0.08% 177
2022
Q3 		$171K Buy
6,879
+82
+1% +$2.12K 0.09% 173
2022
Q2 		$167K Sell
6,797
-106
-2% -$2.79K 0.1% 161
2022
Q1 		$179K Buy
6,903
+72
+1% +$1.75K 0.09% 170
2021
Q4 		$150K Sell
6,831
-507
-7% -$11.4K 0.07% 201
2021
Q3 		$159K Sell
7,338
-94
-1% -$2.13K 0.1% 160
2021
Q2 		$179K Sell
7,432
-3,427
-32% -$81.1K 0.12% 169
2021
Q1 		$239K Sell
10,859
-1,589
-13% -$34.9K 0.19% 110
2020
Q4 		$244K Buy
+12,448
New +$232K 0.23% 94

Other funds holding EPD

MB
Marquard & Bahls Hamburg, Germany $677M AUM 9.39% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Accel Wealth Management's EPD Position: Q2 2023 in Review

Accel Wealth Management sold out of Enterprise Products Partners (EPD) in Q2 2023, closing a stake of 7,056 shares — an estimated $183K sold.

Accel Wealth Management first reported a position in EPD in Q4 2020 and held it in 10 quarters. The position peaked at $244K in Q4 2020. 1,207 funds tracked by Wall St. Rank hold EPD as of Q2 2023.

  • Accel Wealth Management reported no remaining Enterprise Products Partners position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 7,056 Enterprise Products Partners shares in Q2 2023, an estimated $183K.
  • Accel Wealth Management first reported a position in Enterprise Products Partners in Q4 2020 and held it in 10 quarters.
  • Accel Wealth Management's Enterprise Products Partners position peaked at $244K in Q4 2020.
  • 1,207 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.