AWM
MMP

Aevitas Wealth Management’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Aevitas Wealth Management’s Portfolio MMP Stock Details MMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$323K Hold
6,438
– – 0.19% 91
2022
Q3 		$306K Hold
6,438
– – 0.23% 88
2022
Q2 		$307K Buy
6,438
+39
+0.6% +$1.95K 0.21% 93
2022
Q1 		$314K Buy
6,399
+38
+0.6% +$1.84K 0.19% 96
2021
Q4 		$295K Buy
6,361
+37
+0.6% +$1.75K 0.18% 104
2021
Q3 		$288K Hold
6,324
– – 0.18% 107
2021
Q2 		$309K Hold
6,324
– – 0.2% 102
2021
Q1 		$274K Sell
6,324
-1,988
-24% -$86.9K 0.19% 101
2020
Q4 		$353K Sell
8,312
-4,241
-34% -$169K 0.26% 87
2020
Q3 		$429K Sell
12,553
-5,125
-29% -$203K 0.35% 73
2020
Q2 		$763K Sell
17,678
-1,599
-8% -$67.5K 0.7% 38
2020
Q1 		$687K Sell
19,277
-1,095
-5% -$58.8K 0.77% 39
2019
Q4 		$1.28M Buy
20,372
+133
+0.7% +$8.29K 1.2% 27
2019
Q3 		$1.34M Buy
20,239
+113
+0.6% +$7.44K 1.34% 24
2019
Q2 		$1.29M Sell
20,126
-1,101
-5% -$68.3K 1.3% 24
2019
Q1 		$1.29M Sell
21,227
-1,911
-8% -$115K 1.15% 25
2018
Q4 		$1.32M Sell
23,138
-1,948
-8% -$120K 1.35% 19
2018
Q3 		$1.7M Sell
25,086
-188
-0.7% -$13K 1.54% 14
2018
Q2 		$1.75M Sell
25,274
-786
-3% -$52.8K 1.7% 13
2018
Q1 		$1.52M Sell
26,060
-424
-2% -$28.5K 1.52% 15
2017
Q4 		$1.88M Buy
+26,484
New +$1.8M 1.78% 12

Other funds holding MMP

CSA
Cottage Street Advisors Marion, Massachusetts $259M AUM 31.6% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Aevitas Wealth Management's MMP Position: Q4 2022 in Review

Aevitas Wealth Management held its Magellan Midstream Partners, L.P. (MMP) position steady in Q4 2022 at 6,438 shares worth $323K. The position accounts for 0.19% of the portfolio, ranked #91.

Aevitas Wealth Management first reported a position in MMP in Q4 2017 and has held it in 21 quarters since. The position peaked at $1.88M in Q4 2017. 629 funds tracked by Wall St. Rank hold MMP as of Q4 2022.

  • Aevitas Wealth Management held 6,438 shares of Magellan Midstream Partners, L.P. worth $323K as of Q4 2022.
  • Aevitas Wealth Management left its Magellan Midstream Partners, L.P. share count unchanged in Q4 2022.
  • Magellan Midstream Partners, L.P. made up 0.19% of Aevitas Wealth Management's portfolio in Q4 2022, its #91 holding.
  • Aevitas Wealth Management first reported a position in Magellan Midstream Partners, L.P. in Q4 2017 and has held it in 21 quarters since.
  • Aevitas Wealth Management's Magellan Midstream Partners, L.P. position peaked at $1.88M in Q4 2017.
  • 629 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q4 2022.

Based on Aevitas Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.