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Atlas Private Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

Atlas Private Wealth Advisors’s Portfolio EPD Stock Details EPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-400
Closed -$9K – 323
2021
Q3 		$9K Hold
400
– – ﹤0.01% 480
2021
Q2 		$10K Buy
+400
New +$9.47K 0.01% 469

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AA
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Atlas Private Wealth Advisors's EPD Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Enterprise Products Partners (EPD) in Q4 2021, closing a stake of 400 shares — an estimated $9K sold.

Atlas Private Wealth Advisors first reported a position in EPD in Q2 2021 and held it in 2 quarters. The position peaked at $10K in Q2 2021. 1,110 funds tracked by Wall St. Rank hold EPD as of Q4 2021.

  • Atlas Private Wealth Advisors reported no remaining Enterprise Products Partners position as of Q4 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 400 Enterprise Products Partners shares in Q4 2021, an estimated $9K.
  • Atlas Private Wealth Advisors first reported a position in Enterprise Products Partners in Q2 2021 and held it in 2 quarters.
  • Atlas Private Wealth Advisors's Enterprise Products Partners position peaked at $10K in Q2 2021.
  • 1,110 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.