Avidian Wealth Enterprises’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Avidian Wealth Enterprises’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 Q2	–	Sell	-5,967	Closed	-$324K	–	503
2023 Q1	$324K	Buy	5,967 +59	+1%	+$3.13K	0.02%	369
2022 Q4	$297K	Buy	5,908 +59	+1%	+$2.99K	0.02%	363
2022 Q3	$278K	Buy	5,849 +59	+1%	+$2.96K	0.02%	336
2022 Q2	$277K	Buy	5,790 +670	+13%	+$33.4K	0.02%	370
2022 Q1	$251K	Buy	5,120 +60	+1%	+$2.9K	0.02%	419
2021 Q4	$235K	Sell	5,060 -760	-13%	-$35.9K	0.01%	453
2021 Q3	$265K	Buy	+5,820	New	+$277K	0.02%	315
2019 Q4	–	Sell	-5,439	Closed	-$360K	–	243
2019 Q3	$360K	Buy	+5,439	New	+$358K	0.06%	128

Other funds holding MMP

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Avidian Wealth Enterprises's MMP Position: Q2 2023 in Review

Avidian Wealth Enterprises sold out of Magellan Midstream Partners, L.P. (MMP) in Q2 2023, closing a stake of 5,967 shares — an estimated $324K sold.

Avidian Wealth Enterprises first reported a position in MMP in Q3 2019 and held it in 8 quarters. The position peaked at $360K in Q3 2019. 611 funds tracked by Wall St. Rank hold MMP as of Q2 2023.

Avidian Wealth Enterprises reported no remaining Magellan Midstream Partners, L.P. position as of Q2 2023 after selling out during the quarter.
Avidian Wealth Enterprises sold 5,967 Magellan Midstream Partners, L.P. shares in Q2 2023, an estimated $324K.
Avidian Wealth Enterprises first reported a position in Magellan Midstream Partners, L.P. in Q3 2019 and held it in 8 quarters.
Avidian Wealth Enterprises's Magellan Midstream Partners, L.P. position peaked at $360K in Q3 2019.
611 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q2 2023.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2023, filed 3 Aug 2023.