Accel Wealth Management’s NuStar Energy L.P. NS Stock Holding History

Accel Wealth Management’s Portfolio NS Stock Details NS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-87	Closed	-$1.36K	–	925
2023 Q1	$1.36K	Hold	87	–	–	﹤0.01%	1139
2022 Q4	$1.39K	Buy	+87	New	+$1.35K	﹤0.01%	937

Other funds holding NS

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ICA

Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Accel Wealth Management sold out of NuStar Energy L.P. (NS) in Q2 2023, closing a stake of 87 shares — an estimated $1.36K sold.

Accel Wealth Management first reported a position in NS in Q4 2022 and held it in 2 quarters. The position peaked at $1.39K in Q4 2022. 132 funds tracked by Wall St. Rank hold NS as of Q2 2023.

Accel Wealth Management reported no remaining NuStar Energy L.P. position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 87 NuStar Energy L.P. shares in Q2 2023, an estimated $1.36K.
Accel Wealth Management first reported a position in NuStar Energy L.P. in Q4 2022 and held it in 2 quarters.
Accel Wealth Management's NuStar Energy L.P. position peaked at $1.39K in Q4 2022.
132 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q2 2023.

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