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

Avion Wealth’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	-1,447	Closed	-$90K	–	1291
2023 Q2	$90K	Hold	1,447	–	–	0.02%	115
2023 Q1	$72K	Hold	1,447	–	–	0.02%	124
2022 Q4	$68K	Hold	1,447	–	–	0.02%	125
2022 Q3	$69K	Hold	1,447	–	–	0.02%	125
2022 Q2	$69K	Hold	1,447	–	–	0.02%	113
2022 Q1	$71K	Hold	1,447	–	–	0.02%	107
2021 Q4	$67K	Hold	1,447	–	–	0.02%	110
2021 Q3	$66K	Hold	1,447	–	–	0.02%	110
2021 Q2	$71K	Hold	1,447	–	–	0.02%	107
2021 Q1	$63K	Hold	1,447	–	–	0.02%	110
2020 Q4	$61K	Sell	1,447 -269	-16%	-$10.7K	0.02%	110
2020 Q3	$59K	Hold	1,716	–	–	0.02%	86
2020 Q2	$74K	Hold	1,716	–	–	0.03%	70
2020 Q1	$63K	Buy	+1,716	New	+$92.1K	0.03%	71

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 $1.1B AUM 21.5% 1-Year Est. Return

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Payden & Rygel Los Angeles, California $1.3B 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

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

Avion Wealth's MMP Position: Q3 2023 in Review

Avion Wealth sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 1,447 shares — an estimated $90K sold.

Avion Wealth first reported a position in MMP in Q1 2020 and held it in 14 quarters. The position peaked at $90K in Q2 2023. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

Avion Wealth reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
Avion Wealth sold 1,447 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $90K.
Avion Wealth first reported a position in Magellan Midstream Partners, L.P. in Q1 2020 and held it in 14 quarters.
Avion Wealth's Magellan Midstream Partners, L.P. position peaked at $90K in Q2 2023.
11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Avion Wealth's 13F filing for Q3 2023, filed 20 Oct 2023.