Avidian Wealth Enterprises’s NuStar Energy L.P. NS Stock Holding History

Avidian Wealth Enterprises’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
2023 Q2	–	Sell	-39,081	Closed	-$611K	–	499
2023 Q1	$611K	Hold	39,081	–	–	0.03%	266
2022 Q4	$625K	Hold	39,081	–	–	0.04%	245
2022 Q3	$528K	Hold	39,081	–	–	0.04%	231
2022 Q2	$547K	Sell	39,081 -73	-0.2%	-$1.1K	0.04%	248
2022 Q1	$565K	Sell	39,154 -13,357	-25%	-$216K	0.03%	275
2021 Q4	$834K	Buy	52,511 +5,765	+12%	+$89.5K	0.05%	217
2021 Q3	$736K	Hold	46,746	–	–	0.06%	162
2021 Q2	$844K	Buy	46,746 +1,528	+3%	+$28.3K	0.06%	147
2021 Q1	$773K	Buy	+45,218	New	+$768K	0.07%	149

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

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

TCA

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

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

ICA

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Avidian Wealth Enterprises sold out of NuStar Energy L.P. (NS) in Q2 2023, closing a stake of 39,081 shares — an estimated $611K sold.

Avidian Wealth Enterprises first reported a position in NS in Q1 2021 and held it in 9 quarters. The position peaked at $844K in Q2 2021. 132 funds tracked by Wall St. Rank hold NS as of Q2 2023.

Avidian Wealth Enterprises reported no remaining NuStar Energy L.P. position as of Q2 2023 after selling out during the quarter.
Avidian Wealth Enterprises sold 39,081 NuStar Energy L.P. shares in Q2 2023, an estimated $611K.
Avidian Wealth Enterprises first reported a position in NuStar Energy L.P. in Q1 2021 and held it in 9 quarters.
Avidian Wealth Enterprises's NuStar Energy L.P. position peaked at $844K in Q2 2021.
132 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q2 2023.

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