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Ameritas Advisory Services’s Genesis Energy GEL Stock Holding History

Ameritas Advisory Services’s Portfolio GEL Stock Details GEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,440
Closed -$16.2K – 1324
2023
Q1 		$16.2K Buy
+1,440
New +$16.2K ﹤0.01% 1734

Other funds holding GEL

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $346M AUM 31.14% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameritas Advisory Services's GEL Position: Q2 2023 in Review

Ameritas Advisory Services sold out of Genesis Energy (GEL) in Q2 2023, closing a stake of 1,440 shares — an estimated $16.2K sold.

Ameritas Advisory Services first reported a position in GEL in Q1 2023 and held it in 1 quarter. The position peaked at $16.2K in Q1 2023. 112 funds tracked by Wall St. Rank hold GEL as of Q2 2023.

  • Ameritas Advisory Services reported no remaining Genesis Energy position as of Q2 2023 after selling out during the quarter.
  • Ameritas Advisory Services sold 1,440 Genesis Energy shares in Q2 2023, an estimated $16.2K.
  • Ameritas Advisory Services first reported a position in Genesis Energy in Q1 2023 and held it in 1 quarter.
  • Ameritas Advisory Services's Genesis Energy position peaked at $16.2K in Q1 2023.
  • 112 funds tracked by Wall St. Rank held Genesis Energy as of Q2 2023.

Based on Ameritas Advisory Services's 13F filing for Q2 2023, filed 25 Jul 2023.