AWS
MMP

Atria Wealth Solutions’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Atria Wealth Solutions’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
-11,856
Closed -$739K – 2005
2023
Q2 		$739K Sell
11,856
-26,253
-69% -$1.53M 0.01% 981
2023
Q1 		$2.07M Buy
38,109
+4,034
+12% +$214K 0.03% 528
2022
Q4 		$1.71M Sell
34,075
-4,411
-11% -$224K 0.03% 570
2022
Q3 		$1.83M Buy
38,486
+28,853
+300% +$1.45M 0.03% 519
2022
Q2 		$460K Sell
9,633
-24,479
-72% -$1.22M 0.01% 1011
2022
Q1 		$1.67M Buy
+34,112
New +$1.65M 0.03% 539

Other funds holding MMP

BFS
Bradley Foster & Sargent Hartford, Connecticut $7.06B AUM 27.24% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
PR
Payden & Rygel Los Angeles, California $1.3B AUM 32.58% 1-Year Est. Return
PRIG
Payden & Rygel Investment Group Los Angeles, California $1.24B AUM
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 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 $683M AUM 22.58% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return

Atria Wealth Solutions's MMP Position: Q3 2023 in Review

Atria Wealth Solutions sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 11,856 shares — an estimated $739K sold.

Atria Wealth Solutions first reported a position in MMP in Q1 2022 and held it in 6 quarters. The position peaked at $2.07M in Q1 2023. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Atria Wealth Solutions reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 11,856 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $739K.
  • Atria Wealth Solutions first reported a position in Magellan Midstream Partners, L.P. in Q1 2022 and held it in 6 quarters.
  • Atria Wealth Solutions's Magellan Midstream Partners, L.P. position peaked at $2.07M in Q1 2023.
  • 10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Atria Wealth Solutions's 13F filing for Q3 2023, filed 8 Nov 2023.