AWM
MMP

Apollon Wealth Management’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Apollon Wealth Management’s Portfolio MMP Stock Details MMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-45,118
Closed -$2.81M – 1011
2023
Q2 		$2.81M Sell
45,118
-14,335
-24% -$837K 0.14% 159
2023
Q1 		$3.23M Buy
59,453
+4,798
+9% +$254K 0.2% 108
2022
Q4 		$2.74M Buy
54,655
+1,717
+3% +$87.1K 0.19% 112
2022
Q3 		$2.52M Buy
52,938
+14,986
+39% +$752K 0.21% 104
2022
Q2 		$1.81M Sell
37,952
-167
-0.4% -$8.33K 0.15% 148
2022
Q1 		$1.87M Buy
38,119
+5,847
+18% +$283K 0.13% 167
2021
Q4 		$1.5M Buy
32,272
+20,385
+171% +$963K 0.11% 203
2021
Q3 		$542K Buy
11,887
+5,032
+73% +$239K 0.07% 254
2021
Q2 		$335K Buy
+6,855
New +$332K 0.06% 268
2020
Q3 		– Sell
-500
Closed -$22K – 724
2020
Q2 		$22K Buy
+500
New +$21.1K 0.01% 362

Other funds holding MMP

BFS
Bradley Foster & Sargent Hartford, Connecticut $6.44B AUM 25.27% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
PR
Payden & Rygel Los Angeles, California $1.3B AUM 28.32% 1-Year Est. Return
PRIG
Payden & Rygel Investment Group Los Angeles, California $1.24B AUM
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return

Apollon Wealth Management's MMP Position: Q3 2023 in Review

Apollon Wealth Management sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 45,118 shares — an estimated $2.81M sold.

Apollon Wealth Management first reported a position in MMP in Q2 2020 and held it in 10 quarters. The position peaked at $3.23M in Q1 2023. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Apollon Wealth Management reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Apollon Wealth Management sold 45,118 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $2.81M.
  • Apollon Wealth Management first reported a position in Magellan Midstream Partners, L.P. in Q2 2020 and held it in 10 quarters.
  • Apollon Wealth Management's Magellan Midstream Partners, L.P. position peaked at $3.23M in Q1 2023.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Apollon Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.