BWAM
NS

Boyd Watterson Asset Management’s NuStar Energy L.P. NS Stock Holding History

Boyd Watterson Asset 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
2024
Q2 		– Sell
-367
Closed -$8.54K – 460
2024
Q1 		$8.54K Hold
367
– – ﹤0.01% 315
2023
Q4 		$6.86K Hold
367
– – ﹤0.01% 322
2023
Q3 		$6.4K Hold
367
– – ﹤0.01% 321
2023
Q2 		$6.29K Hold
367
– – ﹤0.01% 324
2023
Q1 		$5.74K Hold
367
– – ﹤0.01% 330
2022
Q4 		$5.87K Buy
+367
New +$5.71K ﹤0.01% 328

Other funds holding NS

SIA
Sovereign Investment Advisors Phoenix, Arizona $472M AUM 9.63% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Boyd Watterson Asset Management's NS Position: Q2 2024 in Review

Boyd Watterson Asset Management sold out of NuStar Energy L.P. (NS) in Q2 2024, closing a stake of 367 shares — an estimated $8.54K sold.

Boyd Watterson Asset Management first reported a position in NS in Q4 2022 and held it in 6 quarters. The position peaked at $8.54K in Q1 2024. 3 funds tracked by Wall St. Rank hold NS as of Q2 2024.

  • Boyd Watterson Asset Management reported no remaining NuStar Energy L.P. position as of Q2 2024 after selling out during the quarter.
  • Boyd Watterson Asset Management sold 367 NuStar Energy L.P. shares in Q2 2024, an estimated $8.54K.
  • Boyd Watterson Asset Management first reported a position in NuStar Energy L.P. in Q4 2022 and held it in 6 quarters.
  • Boyd Watterson Asset Management's NuStar Energy L.P. position peaked at $8.54K in Q1 2024.
  • 3 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q2 2024.

Based on Boyd Watterson Asset Management's 13F filing for Q2 2024, filed 14 Aug 2024.