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

Activest 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	-2,909	Closed	-$46.8K	–	589
2024 Q2	$47.2K	Hold	2,909	–	–	0.02%	172
2024 Q1	$45.8K	Hold	2,909	–	–	0.02%	121
2023 Q4	$40.1K	Buy	2,909 +736	+34%	+$10K	0.02%	110
2023 Q3	$30.5K	Hold	2,173	–	–	0.02%	117
2023 Q2	$19.9K	Hold	2,173	–	–	0.01%	125
2023 Q1	$27.1K	Hold	2,173	–	–	0.02%	111
2022 Q4	$25.8K	Hold	2,173	–	–	0.01%	233
2022 Q3	$24K	Hold	2,173	–	–	0.01%	234
2022 Q2	$22K	Hold	2,173	–	–	0.02%	145
2022 Q1	$24K	Buy	2,173 +1,023	+89%	+$10.1K	0.02%	151
2021 Q4	$9K	Buy	+1,150	New	+$10.4K	0.01%	208

Other funds holding ET

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

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

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

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Activest Wealth Management's ET Position: Q3 2024 in Review

Activest Wealth Management sold out of Energy Transfer Partners (ET) in Q3 2024, closing a stake of 2,909 shares — an estimated $46.8K sold.

Activest Wealth Management first reported a position in ET in Q4 2021 and held it in 11 quarters. The position peaked at $47.2K in Q2 2024. 1,097 funds tracked by Wall St. Rank hold ET as of Q3 2024.

Activest Wealth Management reported no remaining Energy Transfer Partners position as of Q3 2024 after selling out during the quarter.
Activest Wealth Management sold 2,909 Energy Transfer Partners shares in Q3 2024, an estimated $46.8K.
Activest Wealth Management first reported a position in Energy Transfer Partners in Q4 2021 and held it in 11 quarters.
Activest Wealth Management's Energy Transfer Partners position peaked at $47.2K in Q2 2024.
1,097 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2024.

Based on Activest Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.