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Align Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Align Wealth Management’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
Q4 		$93.9K Buy
+3,950
New +$97.2K 0.08% 40

Other funds holding EPD

MB
Marquard & Bahls Hamburg, Germany $677M AUM 9.39% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Align Wealth Management's EPD Position: Q4 2022 in Review

Align Wealth Management opened a new position in Enterprise Products Partners (EPD) in Q4 2022: 3,950 shares worth $93.9K. The stake represents 0.08% of the portfolio and ranks #40 among its holdings.

1,177 funds tracked by Wall St. Rank hold EPD as of Q4 2022.

  • Align Wealth Management held 3,950 shares of Enterprise Products Partners worth $93.9K as of Q4 2022.
  • Enterprise Products Partners was a new Align Wealth Management position in Q4 2022.
  • Enterprise Products Partners made up 0.08% of Align Wealth Management's portfolio in Q4 2022, its #40 holding.
  • 1,177 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.