ARQ Wealth Advisors’s Energy Transfer Partners ET Stock Holding History

ARQ Wealth Advisors’s Portfolio ET Stock Details ET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-15,105	Closed	-$188K	–	58
2023 Q1	$188K	Hold	15,105	–	–	0.14%	52
2022 Q4	$179K	Hold	15,105	–	–	0.12%	49
2022 Q3	$167K	Hold	15,105	–	–	0.13%	48
2022 Q2	$151K	Sell	15,105 -895	-6%	-$10K	0.11%	51
2022 Q1	$179K	Sell	16,000 -1,783	-10%	-$17.7K	0.12%	48
2021 Q4	$146K	Hold	17,783	–	–	0.1%	48
2021 Q3	$170K	Hold	17,783	–	–	0.11%	48
2021 Q2	$189K	Hold	17,783	–	–	0.12%	49
2021 Q1	$137K	Buy	+17,783	New	+$130K	0.09%	47

Other funds holding ET

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

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

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

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

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

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

TCA

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

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

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

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

ARQ Wealth Advisors's ET Position: Q2 2023 in Review

ARQ Wealth Advisors sold out of Energy Transfer Partners (ET) in Q2 2023, closing a stake of 15,105 shares — an estimated $188K sold.

ARQ Wealth Advisors first reported a position in ET in Q1 2021 and held it in 9 quarters. The position peaked at $189K in Q2 2021. 953 funds tracked by Wall St. Rank hold ET as of Q2 2023.

ARQ Wealth Advisors reported no remaining Energy Transfer Partners position as of Q2 2023 after selling out during the quarter.
ARQ Wealth Advisors sold 15,105 Energy Transfer Partners shares in Q2 2023, an estimated $188K.
ARQ Wealth Advisors first reported a position in Energy Transfer Partners in Q1 2021 and held it in 9 quarters.
ARQ Wealth Advisors's Energy Transfer Partners position peaked at $189K in Q2 2021.
953 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2023.

Based on ARQ Wealth Advisors's 13F filing for Q2 2023, filed 18 Aug 2023.