Ashton Thomas Private Wealth’s Energy Transfer Partners ET Stock Holding History

Ashton Thomas Private Wealth’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
2024 Q3	–	Sell	-3,096	Closed	-$50.2K	–	994
2024 Q2	$50.2K	Sell	3,096 -17,634	-85%	-$277K	﹤0.01%	913
2024 Q1	$326K	Sell	20,730 -20,649	-50%	-$301K	0.02%	484
2023 Q4	$571K	Buy	+41,379	New	+$562K	0.04%	394
2023 Q1	–	Sell	-10,738	Closed	-$127K	–	506
2022 Q4	$127K	Sell	10,738 -530	-5%	-$6.36K	0.01%	463
2022 Q3	$124K	Buy	11,268 +430	+4%	+$4.79K	0.01%	439
2022 Q2	$108K	Buy	10,838 +185	+2%	+$2.07K	0.01%	441
2022 Q1	$119K	Buy	+10,653	New	+$106K	0.01%	462

Other funds holding ET

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Ashton Thomas Private Wealth's ET Position: Q3 2024 in Review

Ashton Thomas Private Wealth sold out of Energy Transfer Partners (ET) in Q3 2024, closing a stake of 3,096 shares — an estimated $50.2K sold.

Ashton Thomas Private Wealth first reported a position in ET in Q1 2022 and held it in 7 quarters. The position peaked at $571K in Q4 2023. 1,097 funds tracked by Wall St. Rank hold ET as of Q3 2024.

Ashton Thomas Private Wealth reported no remaining Energy Transfer Partners position as of Q3 2024 after selling out during the quarter.
Ashton Thomas Private Wealth sold 3,096 Energy Transfer Partners shares in Q3 2024, an estimated $50.2K.
Ashton Thomas Private Wealth first reported a position in Energy Transfer Partners in Q1 2022 and held it in 7 quarters.
Ashton Thomas Private Wealth's Energy Transfer Partners position peaked at $571K in Q4 2023.
1,097 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2024.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2024, filed 5 Nov 2024.