BerganKDV Wealth Management’s NuStar Energy L.P. NS Stock Holding History

BerganKDV Wealth Management’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 Q1	–	Sell	-218	Closed	-$3.49K	–	1129
2022 Q4	$3.49K	Hold	218	–	–	﹤0.01%	727
2022 Q3	$3K	Sell	218 -600	-73%	-$9.02K	﹤0.01%	782
2022 Q2	$11K	Hold	818	–	–	﹤0.01%	585
2022 Q1	$12K	Hold	818	–	–	﹤0.01%	594
2021 Q4	$13K	Hold	818	–	–	﹤0.01%	629
2021 Q3	$13K	Hold	818	–	–	﹤0.01%	601
2021 Q2	$15K	Hold	818	–	–	﹤0.01%	555
2021 Q1	$14K	Hold	818	–	–	﹤0.01%	536
2020 Q4	$12K	Hold	818	–	–	﹤0.01%	545
2020 Q3	$9K	Buy	+818	New	+$10.9K	﹤0.01%	520

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

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

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

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

BerganKDV Wealth Management's NS Position: Q1 2023 in Review

BerganKDV Wealth Management sold out of NuStar Energy L.P. (NS) in Q1 2023, closing a stake of 218 shares — an estimated $3.49K sold.

BerganKDV Wealth Management first reported a position in NS in Q3 2020 and held it in 10 quarters. The position peaked at $15K in Q2 2021. 132 funds tracked by Wall St. Rank hold NS as of Q1 2023.

BerganKDV Wealth Management reported no remaining NuStar Energy L.P. position as of Q1 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 218 NuStar Energy L.P. shares in Q1 2023, an estimated $3.49K.
BerganKDV Wealth Management first reported a position in NuStar Energy L.P. in Q3 2020 and held it in 10 quarters.
BerganKDV Wealth Management's NuStar Energy L.P. position peaked at $15K in Q2 2021.
132 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q1 2023.

Based on BerganKDV Wealth Management's 13F filing for Q1 2023, filed 27 Apr 2023.