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Accurate Wealth Management’s Energy Transfer Partners ET Stock Holding History

Accurate 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
2023
Q1 		– Sell
-5,152
Closed -$63.8K – 617
2022
Q4 		$63.8K Buy
+5,152
New +$61.8K 0.02% 400

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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
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Accurate Wealth Management's ET Position: Q1 2023 in Review

Accurate Wealth Management sold out of Energy Transfer Partners (ET) in Q1 2023, closing a stake of 5,152 shares — an estimated $63.8K sold.

Accurate Wealth Management first reported a position in ET in Q4 2022 and held it in 1 quarter. The position peaked at $63.8K in Q4 2022. 928 funds tracked by Wall St. Rank hold ET as of Q1 2023.

  • Accurate Wealth Management reported no remaining Energy Transfer Partners position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 5,152 Energy Transfer Partners shares in Q1 2023, an estimated $63.8K.
  • Accurate Wealth Management first reported a position in Energy Transfer Partners in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Energy Transfer Partners position peaked at $63.8K in Q4 2022.
  • 928 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.