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

Activest 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
2022
Q3 		– Sell
-1,802
Closed -$44K – 487
2022
Q2 		$44K Hold
1,802
– – 0.03% 101
2022
Q1 		$47K Buy
1,802
+408
+29% +$9.9K 0.03% 101
2021
Q4 		$31K Buy
1,394
+895
+179% +$20.1K 0.02% 135
2021
Q3 		$11K Hold
499
– – 0.01% 215
2021
Q2 		$12K Hold
499
– – 0.01% 181
2021
Q1 		$11K Buy
+499
New +$11K 0.01% 183

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AA
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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
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Activest Wealth Management's EPD Position: Q3 2022 in Review

Activest Wealth Management sold out of Enterprise Products Partners (EPD) in Q3 2022, closing a stake of 1,802 shares — an estimated $44K sold.

Activest Wealth Management first reported a position in EPD in Q1 2021 and held it in 6 quarters. The position peaked at $47K in Q1 2022. 1,129 funds tracked by Wall St. Rank hold EPD as of Q3 2022.

  • Activest Wealth Management reported no remaining Enterprise Products Partners position as of Q3 2022 after selling out during the quarter.
  • Activest Wealth Management sold 1,802 Enterprise Products Partners shares in Q3 2022, an estimated $44K.
  • Activest Wealth Management first reported a position in Enterprise Products Partners in Q1 2021 and held it in 6 quarters.
  • Activest Wealth Management's Enterprise Products Partners position peaked at $47K in Q1 2022.
  • 1,129 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2022.

Based on Activest Wealth Management's 13F filing for Q3 2022, filed 13 Oct 2022.