Buck Wealth Strategies’s NuStar Energy L.P. NS Stock Holding History

Buck Wealth Strategies’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 Q3	–	Sell	-534	Closed	-$9.15K	–	399
2023 Q2	$9.15K	Buy	+534	New	+$8.73K	﹤0.01%	152

Other funds holding NS

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Buck Wealth Strategies's NS Position: Q3 2023 in Review

Buck Wealth Strategies sold out of NuStar Energy L.P. (NS) in Q3 2023, closing a stake of 534 shares — an estimated $9.15K sold.

Buck Wealth Strategies first reported a position in NS in Q2 2023 and held it in 1 quarter. The position peaked at $9.15K in Q2 2023. 138 funds tracked by Wall St. Rank hold NS as of Q3 2023.

Buck Wealth Strategies reported no remaining NuStar Energy L.P. position as of Q3 2023 after selling out during the quarter.
Buck Wealth Strategies sold 534 NuStar Energy L.P. shares in Q3 2023, an estimated $9.15K.
Buck Wealth Strategies first reported a position in NuStar Energy L.P. in Q2 2023 and held it in 1 quarter.
Buck Wealth Strategies's NuStar Energy L.P. position peaked at $9.15K in Q2 2023.
138 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q3 2023.

Based on Buck Wealth Strategies's 13F filing for Q3 2023, filed 6 Nov 2023.