BDO Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

BDO Wealth Advisors’s Portfolio EPD Stock Details EPD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$206K	Sell	7,820 -200	-2%	-$5.23K	0.02%	260
2023 Q1	$208K	Buy	8,020 +4,565	+132%	+$117K	0.03%	247
2022 Q4	$83.3K	Buy	3,455 +220	+7%	+$5.42K	0.01%	351
2022 Q3	$77K	Sell	3,235 -25	-0.8%	-$645	0.01%	351
2022 Q2	$79K	Hold	3,260	–	–	0.01%	355
2022 Q1	$84K	Hold	3,260	–	–	0.01%	357
2021 Q4	$72K	Hold	3,260	–	–	0.01%	391
2021 Q3	$71K	Buy	3,260 +292	+10%	+$6.63K	0.01%	394
2021 Q2	$72K	Sell	2,968 -89	-3%	-$2.11K	0.01%	412
2021 Q1	$67K	Buy	3,057 +1,622	+113%	+$35.7K	0.01%	407
2020 Q4	$28K	Sell	1,435 -2,048	-59%	-$38.1K	﹤0.01%	419
2020 Q3	$55K	Buy	3,483 +366	+12%	+$6.41K	0.01%	320
2020 Q2	$57K	Buy	3,117 +67	+2%	+$1.2K	0.01%	313
2020 Q1	$44K	Buy	3,050 +2,050	+205%	+$47.6K	0.01%	344
2019 Q4	$28K	Hold	1,000	–	–	0.01%	359
2019 Q3	$29K	Hold	1,000	–	–	0.01%	370
2019 Q2	$29K	Buy	+1,000	New	+$28.8K	0.01%	358

Other funds holding EPD

Marquard & Bahls Hamburg, Germany $677M AUM 9.39% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

TCA

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BDO Wealth Advisors's EPD Position: Q2 2023 in Review

BDO Wealth Advisors reduced its Enterprise Products Partners (EPD) stake by 2.5% in Q2 2023, selling an estimated $5.23K and leaving 7,820 shares worth $206K. The position accounts for 0.02% of the portfolio, ranked #260.

BDO Wealth Advisors first reported a position in EPD in Q2 2019 and has held it in 17 quarters since. The position peaked at $208K in Q1 2023. 1,207 funds tracked by Wall St. Rank hold EPD as of Q2 2023.

BDO Wealth Advisors held 7,820 shares of Enterprise Products Partners worth $206K as of Q2 2023.
BDO Wealth Advisors sold 200 Enterprise Products Partners shares in Q2 2023, an estimated $5.23K.
Enterprise Products Partners made up 0.02% of BDO Wealth Advisors's portfolio in Q2 2023, its #260 holding.
BDO Wealth Advisors first reported a position in Enterprise Products Partners in Q2 2019 and has held it in 17 quarters since.
BDO Wealth Advisors's Enterprise Products Partners position peaked at $208K in Q1 2023.
1,207 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.