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 $7.06B AUM 27.24% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

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

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

Avantax Advisory Services's MMP Position: Q3 2023 in Review

Avantax Advisory Services sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 29,711 shares — an estimated $1.85M sold.

Avantax Advisory Services first reported a position in MMP in Q1 2019 and held it in 18 quarters. The position peaked at $1.85M in Q2 2023. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

Avantax Advisory Services reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
Avantax Advisory Services sold 29,711 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $1.85M.
Avantax Advisory Services first reported a position in Magellan Midstream Partners, L.P. in Q1 2019 and held it in 18 quarters.
Avantax Advisory Services's Magellan Midstream Partners, L.P. position peaked at $1.85M in Q2 2023.
10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Avantax Advisory Services's 13F filing for Q3 2023, filed 8 Nov 2023.