Avantax Advisory Services’s NuStar Energy L.P. NS Stock Holding History

Avantax Advisory Services’s Portfolio NS Stock Details NS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-14,562	Closed	-$230K	–	1288
2021 Q3	$230K	Buy	14,562 +75	+0.5%	+$1.23K	﹤0.01%	1047
2021 Q2	$260K	Buy	14,487 +263	+2%	+$4.87K	﹤0.01%	969
2021 Q1	$243K	Sell	14,224 -147	-1%	-$2.5K	0.01%	894
2020 Q4	$208K	Sell	14,371 -1,839	-11%	-$23.6K	﹤0.01%	866
2020 Q3	$173K	Buy	16,210 +5,106	+46%	+$68.3K	﹤0.01%	1253
2020 Q2	$159K	Buy	11,104 +902	+9%	+$12K	﹤0.01%	807
2020 Q1	$89K	Buy	10,202 +849	+9%	+$18.5K	﹤0.01%	764
2019 Q4	$241K	Buy	+9,353	New	+$260K	0.01%	716

Other funds holding NS

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ICA

Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Avantax Advisory Services's NS Position: Q4 2021 in Review

Avantax Advisory Services sold out of NuStar Energy L.P. (NS) in Q4 2021, closing a stake of 14,562 shares — an estimated $230K sold.

Avantax Advisory Services first reported a position in NS in Q4 2019 and held it in 8 quarters. The position peaked at $260K in Q2 2021. 144 funds tracked by Wall St. Rank hold NS as of Q4 2021.

Avantax Advisory Services reported no remaining NuStar Energy L.P. position as of Q4 2021 after selling out during the quarter.
Avantax Advisory Services sold 14,562 NuStar Energy L.P. shares in Q4 2021, an estimated $230K.
Avantax Advisory Services first reported a position in NuStar Energy L.P. in Q4 2019 and held it in 8 quarters.
Avantax Advisory Services's NuStar Energy L.P. position peaked at $260K in Q2 2021.
144 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q4 2021.

Based on Avantax Advisory Services's 13F filing for Q4 2021, filed 24 Jan 2022.