Cahill Financial Advisors’s Genesis Energy GEL Stock Holding History

Cahill Financial Advisors’s Portfolio GEL Stock Details GEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-205	Closed	-$2K	–	429
2021 Q3	$2K	Buy	+205	New	+$1.88K	﹤0.01%	781

Other funds holding GEL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

TCA

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

RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cahill Financial Advisors's GEL Position: Q4 2021 in Review

Cahill Financial Advisors sold out of Genesis Energy (GEL) in Q4 2021, closing a stake of 205 shares — an estimated $2K sold.

Cahill Financial Advisors first reported a position in GEL in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 119 funds tracked by Wall St. Rank hold GEL as of Q4 2021.

Cahill Financial Advisors reported no remaining Genesis Energy position as of Q4 2021 after selling out during the quarter.
Cahill Financial Advisors sold 205 Genesis Energy shares in Q4 2021, an estimated $2K.
Cahill Financial Advisors first reported a position in Genesis Energy in Q3 2021 and held it in 1 quarter.
Cahill Financial Advisors's Genesis Energy position peaked at $2K in Q3 2021.
119 funds tracked by Wall St. Rank held Genesis Energy as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.