AA
ET icon

Axiom Advisory’s Energy Transfer Partners ET Stock Holding History

Axiom Advisory’s Portfolio ET Stock Details ET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$571K Buy
35,466
+1,248
+4% +$20.1K 0.01% 213
2024
Q2 		$538K Buy
+34,218
New +$538K 0.01% 212

Other funds holding ET

Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Axiom Advisory's ET Position: Q3 2024 in Review

Axiom Advisory increased its Energy Transfer Partners (ET) stake by 3.6% in Q3 2024, buying an estimated $20.1K and bringing the position to 35,466 shares worth $571K. The position accounts for 0.01% of the portfolio, ranked #213.

Axiom Advisory first reported a position in ET in Q2 2024 and has held it in 2 quarters since. 1,097 funds tracked by Wall St. Rank hold ET as of Q3 2024.

  • Axiom Advisory held 35,466 shares of Energy Transfer Partners worth $571K as of Q3 2024.
  • Axiom Advisory bought 1,248 Energy Transfer Partners shares in Q3 2024, an estimated $20.1K.
  • Energy Transfer Partners made up 0.01% of Axiom Advisory's portfolio in Q3 2024, its #213 holding.
  • Axiom Advisory first reported a position in Energy Transfer Partners in Q2 2024 and has held it in 2 quarters since.
  • 1,097 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.