Allworth Financial’s NuStar Energy L.P. NS Stock Holding History

Allworth Financial’s Portfolio NS Stock Details NS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-400	Closed	-$9.31K	–	3830
2024 Q1	$9.31K	Hold	400	–	–	﹤0.01%	2141
2023 Q4	$7.47K	Sell	400 -102	-20%	-$1.82K	﹤0.01%	2094
2023 Q3	$8.76K	Buy	502 +102	+26%	+$1.74K	﹤0.01%	1890
2023 Q2	$6.86K	Hold	400	–	–	﹤0.01%	1983
2023 Q1	$6.26K	Hold	400	–	–	﹤0.01%	1951
2022 Q4	$6.4K	Hold	400	–	–	﹤0.01%	1818
2022 Q3	$5K	Hold	400	–	–	﹤0.01%	1910
2022 Q2	$6K	Hold	400	–	–	﹤0.01%	1732
2022 Q1	$6K	Hold	400	–	–	﹤0.01%	1614
2021 Q4	$6K	Hold	400	–	–	﹤0.01%	1536
2021 Q3	$6K	Hold	400	–	–	﹤0.01%	1504
2021 Q2	$7K	Hold	400	–	–	﹤0.01%	1151
2021 Q1	$7K	Hold	400	–	–	﹤0.01%	1078
2020 Q4	$6K	Hold	400	–	–	﹤0.01%	966
2020 Q3	$4K	Hold	400	–	–	﹤0.01%	897
2020 Q2	$6K	Hold	400	–	–	﹤0.01%	845
2020 Q1	$3K	Hold	400	–	–	﹤0.01%	1016
2019 Q4	$10K	Hold	400	–	–	﹤0.01%	659
2019 Q3	$11K	Buy	+400	New	+$11.1K	﹤0.01%	571
2019 Q2	–	Hold	0	–	–	–	575
2019 Q1	–	Hold	0	–	–	–	567
2018 Q4	–	Hold	0	–	–	–	568
2018 Q3	–	Hold	0	–	–	–	551
2018 Q2	–	Hold	0	–	–	–	550
2018 Q1	–	Hold	0	–	–	–	529
2017 Q4	–	Hold	0	–	–	–	454
2017 Q3	–	Hold	0	–	–	–	403
2017 Q2	–	Hold	0	–	–	–	386
2017 Q1	–	Hold	0	–	–	–	452
2016 Q4	–	Hold	0	–	–	–	404
2016 Q3	–	Hold	0	–	–	–	421
2016 Q2	–	Hold	0	–	–	–	390
2016 Q1	–	Hold	0	–	–	–	406
2015 Q4	–	Hold	0	–	–	–	405
2015 Q3	–	Hold	0	–	–	–	400
2015 Q2	–	Hold	0	–	–	–	370
2015 Q1	–	Hold	0	–	–	–	378

Other funds holding NS

SIA

Sovereign Investment Advisors Phoenix, Arizona $533M AUM 16.78% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Allworth Financial's NS Position: Q2 2024 in Review

Allworth Financial sold out of NuStar Energy L.P. (NS) in Q2 2024, closing a stake of 400 shares — an estimated $9.31K sold.

Allworth Financial first reported a position in NS in Q3 2019 and held it in 19 quarters. The position peaked at $11K in Q3 2019. 3 funds tracked by Wall St. Rank hold NS as of Q2 2024.

Allworth Financial reported no remaining NuStar Energy L.P. position as of Q2 2024 after selling out during the quarter.
Allworth Financial sold 400 NuStar Energy L.P. shares in Q2 2024, an estimated $9.31K.
Allworth Financial first reported a position in NuStar Energy L.P. in Q3 2019 and held it in 19 quarters.
Allworth Financial's NuStar Energy L.P. position peaked at $11K in Q3 2019.
3 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q2 2024.

Based on Allworth Financial's 13F filing for Q2 2024, filed 24 Jul 2024.