Angeles Wealth Management’s Cheniere Energy LNG Stock Holding History

Angeles Wealth Management’s Portfolio LNG Stock Details LNG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-3,338	Closed	-$526K	–	222
2023 Q1	$526K	Sell	3,338 -4,166	-56%	-$629K	0.08%	110
2022 Q4	$1.13M	Buy	7,504 +116	+2%	+$19.4K	0.2%	61
2022 Q3	$1.23M	Buy	7,388 +1,560	+27%	+$237K	0.24%	50
2022 Q2	$775K	Buy	+5,828	New	+$794K	0.15%	73

Other funds holding LNG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

TCA

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

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

Angeles Wealth Management's LNG Position: Q2 2023 in Review

Angeles Wealth Management sold out of Cheniere Energy (LNG) in Q2 2023, closing a stake of 3,338 shares — an estimated $526K sold.

Angeles Wealth Management first reported a position in LNG in Q2 2022 and held it in 4 quarters. The position peaked at $1.23M in Q3 2022. 904 funds tracked by Wall St. Rank hold LNG as of Q2 2023.

Angeles Wealth Management reported no remaining Cheniere Energy position as of Q2 2023 after selling out during the quarter.
Angeles Wealth Management sold 3,338 Cheniere Energy shares in Q2 2023, an estimated $526K.
Angeles Wealth Management first reported a position in Cheniere Energy in Q2 2022 and held it in 4 quarters.
Angeles Wealth Management's Cheniere Energy position peaked at $1.23M in Q3 2022.
904 funds tracked by Wall St. Rank held Cheniere Energy as of Q2 2023.

Based on Angeles Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.