AAS
MMP

Avantax Advisory Services’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Avantax Advisory Services’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
-29,711
Closed -$1.85M – 1640
2023
Q2 		$1.85M Sell
29,711
-747
-2% -$43.6K 0.02% 478
2023
Q1 		$1.65M Buy
30,458
+4,918
+19% +$261K 0.02% 497
2022
Q4 		$1.28M Buy
25,540
+540
+2% +$27.4K 0.02% 547
2022
Q3 		$1.19M Buy
25,000
+2,192
+10% +$110K 0.02% 510
2022
Q2 		$1.09M Buy
22,808
+1,172
+5% +$58.5K 0.02% 523
2022
Q1 		$1.06M Buy
21,636
+3,802
+21% +$184K 0.01% 526
2021
Q4 		$828K Buy
17,834
+4,439
+33% +$210K 0.01% 584
2021
Q3 		$612K Buy
13,395
+3,008
+29% +$143K 0.01% 643
2021
Q2 		$510K Buy
10,387
+2,475
+31% +$120K 0.01% 704
2021
Q1 		$342K Buy
7,912
+703
+10% +$30.7K 0.01% 754
2020
Q4 		$305K Sell
7,209
-13,658
-65% -$545K 0.01% 719
2020
Q3 		$714K Buy
20,867
+14,032
+205% +$555K 0.01% 664
2020
Q2 		$295K Sell
6,835
-7,376
-52% -$312K 0.01% 644
2020
Q1 		$518K Buy
14,211
+141
+1% +$7.57K 0.02% 430
2019
Q4 		$889K Buy
14,070
+4,918
+54% +$306K 0.02% 359
2019
Q3 		$606K Buy
9,152
+3,496
+62% +$230K 0.02% 287
2019
Q2 		$362K Buy
5,656
+2,298
+68% +$143K 0.02% 358
2019
Q1 		$204K Buy
+3,358
New +$203K 0.01% 461

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 $1B AUM 15.98% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
PR
Payden & Rygel Los Angeles, California $1.28B 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