AJ Wealth Strategies’s NGL Energy Partners NGL Stock Holding History

AJ Wealth Strategies’s Portfolio NGL Stock Details NGL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$624K	Hold	160,349	–	–	0.03%	163
2023 Q1	$465K	Buy	+160,349	New	+$378K	0.02%	187

Other funds holding NGL

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

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

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NBW Capital Boston, Massachusetts $464M AUM 21.25% 1-Year Est. Return

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

AJ Wealth Strategies held its NGL Energy Partners (NGL) position steady in Q2 2023 at 160,349 shares worth $624K. The position accounts for 0.03% of the portfolio, ranked #163.

AJ Wealth Strategies first reported a position in NGL in Q1 2023 and has held it in 2 quarters since. 77 funds tracked by Wall St. Rank hold NGL as of Q2 2023.

AJ Wealth Strategies held 160,349 shares of NGL Energy Partners worth $624K as of Q2 2023.
AJ Wealth Strategies left its NGL Energy Partners share count unchanged in Q2 2023.
NGL Energy Partners made up 0.03% of AJ Wealth Strategies's portfolio in Q2 2023, its #163 holding.
AJ Wealth Strategies first reported a position in NGL Energy Partners in Q1 2023 and has held it in 2 quarters since.
77 funds tracked by Wall St. Rank held NGL Energy Partners as of Q2 2023.

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