AJ Wealth Strategies’s Energy Transfer Partners ET Stock Holding History

AJ Wealth Strategies’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 Q2	$653K	Sell	51,439 -11,576	-18%	-$147K	0.03%	158
2023 Q1	$786K	Buy	63,015 +1,144	+2%	+$14.5K	0.04%	142
2022 Q4	$734K	Buy	61,871 +1,045	+2%	+$12.5K	0.04%	157
2022 Q3	$671K	Buy	60,826 +923	+2%	+$10.3K	0.04%	157
2022 Q2	$598K	Sell	59,903 -7,601	-11%	-$85.1K	0.03%	173
2022 Q1	$755K	Buy	67,504 +777	+1%	+$7.7K	0.04%	161
2021 Q4	$549K	Buy	66,727 +29,114	+77%	+$265K	0.03%	191
2021 Q3	$360K	Buy	37,613 +16,095	+75%	+$155K	0.02%	218
2021 Q2	$229K	Hold	21,518	–	–	0.01%	249
2021 Q1	$165K	Hold	21,518	–	–	0.01%	250
2020 Q4	$133K	Hold	21,518	–	–	0.01%	231
2020 Q3	$117K	Buy	21,518 +8,675	+68%	+$55.1K	0.01%	213
2020 Q2	$91K	Hold	12,843	–	–	0.01%	195
2020 Q1	$59K	Buy	12,843 +43	+0.3%	+$458	0.01%	173
2019 Q4	$164K	Hold	12,800	–	–	0.02%	117
2019 Q3	$167K	Buy	+12,800	New	+$178K	0.02%	112

Other funds holding ET

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

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

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

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

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

AJ Wealth Strategies's ET Position: Q2 2023 in Review

AJ Wealth Strategies reduced its Energy Transfer Partners (ET) stake by 18% in Q2 2023, selling an estimated $147K and leaving 51,439 shares worth $653K. The position accounts for 0.03% of the portfolio, ranked #158.

AJ Wealth Strategies first reported a position in ET in Q3 2019 and has held it in 16 quarters since. The position peaked at $786K in Q1 2023. 953 funds tracked by Wall St. Rank hold ET as of Q2 2023.

AJ Wealth Strategies held 51,439 shares of Energy Transfer Partners worth $653K as of Q2 2023.
AJ Wealth Strategies sold 11,576 Energy Transfer Partners shares in Q2 2023, an estimated $147K.
Energy Transfer Partners made up 0.03% of AJ Wealth Strategies's portfolio in Q2 2023, its #158 holding.
AJ Wealth Strategies first reported a position in Energy Transfer Partners in Q3 2019 and has held it in 16 quarters since.
AJ Wealth Strategies's Energy Transfer Partners position peaked at $786K in Q1 2023.
953 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.