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

Ameliora 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
2024 Q3	–	Sell	-1,300	Closed	-$37.7K	–	172
2024 Q2	$37.7K	Hold	1,300	–	–	0.02%	129
2024 Q1	$37.9K	Hold	1,300	–	–	0.02%	142
2023 Q4	$34.3K	Hold	1,300	–	–	0.02%	130
2023 Q3	$35.6K	Hold	1,300	–	–	0.02%	138
2023 Q2	$34.3K	Hold	1,300	–	–	0.02%	136
2023 Q1	$33.7K	Hold	1,300	–	–	0.02%	151
2022 Q4	$31.4K	Hold	1,300	–	–	0.02%	168
2022 Q3	$32K	Buy	+1,300	New	+$33.5K	0.02%	162

Other funds holding EPD

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameliora Wealth Management's EPD Position: Q3 2024 in Review

Ameliora Wealth Management sold out of Enterprise Products Partners (EPD) in Q3 2024, closing a stake of 1,300 shares — an estimated $37.7K sold.

Ameliora Wealth Management first reported a position in EPD in Q3 2022 and held it in 8 quarters. The position peaked at $37.9K in Q1 2024. 1,355 funds tracked by Wall St. Rank hold EPD as of Q3 2024.

Ameliora Wealth Management reported no remaining Enterprise Products Partners position as of Q3 2024 after selling out during the quarter.
Ameliora Wealth Management sold 1,300 Enterprise Products Partners shares in Q3 2024, an estimated $37.7K.
Ameliora Wealth Management first reported a position in Enterprise Products Partners in Q3 2022 and held it in 8 quarters.
Ameliora Wealth Management's Enterprise Products Partners position peaked at $37.9K in Q1 2024.
1,355 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2024.

Based on Ameliora Wealth Management's 13F filing for Q3 2024, filed 11 Oct 2024.