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AJ Wealth Strategies’s Enterprise Products Partners EPD Stock Holding History

AJ Wealth Strategies’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
-14,212
Closed -$346K – 311
2022
Q2 		$346K Hold
14,212
– – 0.02% 222
2022
Q1 		$367K Hold
14,212
– – 0.02% 233
2021
Q4 		$312K Hold
14,212
– – 0.01% 246
2021
Q3 		$308K Hold
14,212
– – 0.02% 239
2021
Q2 		$343K Hold
14,212
– – 0.02% 217
2021
Q1 		$313K Buy
+14,212
New +$312K 0.02% 209
2020
Q2 		– Sell
-20,842
Closed -$298K – 210
2020
Q1 		$298K Buy
+20,842
New +$484K 0.04% 129

Other funds holding EPD

Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
MB
Marquard & Bahls Hamburg, Germany $677M AUM 9.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
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
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

AJ Wealth Strategies's EPD Position: Q3 2022 in Review

AJ Wealth Strategies sold out of Enterprise Products Partners (EPD) in Q3 2022, closing a stake of 14,212 shares — an estimated $346K sold.

AJ Wealth Strategies first reported a position in EPD in Q1 2020 and held it in 7 quarters. The position peaked at $367K in Q1 2022. 1,129 funds tracked by Wall St. Rank hold EPD as of Q3 2022.

  • AJ Wealth Strategies reported no remaining Enterprise Products Partners position as of Q3 2022 after selling out during the quarter.
  • AJ Wealth Strategies sold 14,212 Enterprise Products Partners shares in Q3 2022, an estimated $346K.
  • AJ Wealth Strategies first reported a position in Enterprise Products Partners in Q1 2020 and held it in 7 quarters.
  • AJ Wealth Strategies's Enterprise Products Partners position peaked at $367K in Q1 2022.
  • 1,129 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2022.

Based on AJ Wealth Strategies's 13F filing for Q3 2022, filed 27 Oct 2022.