Capasso Planning Partners’s Enterprise Products Partners EPD Stock Holding History

Capasso Planning Partners’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
2024 Q4	–	Sell	-14,000	Closed	-$408K	–	112
2024 Q3	$408K	Hold	14,000	–	–	0.12%	104
2024 Q2	$406K	Sell	14,000 -358	-2%	-$10.3K	0.13%	96
2024 Q1	$419K	Hold	14,358	–	–	0.17%	71
2023 Q4	$378K	Hold	14,358	–	–	0.18%	71
2023 Q3	$393K	Hold	14,358	–	–	0.21%	61
2023 Q2	$378K	Hold	14,358	–	–	0.2%	67
2023 Q1	$372K	Hold	14,358	–	–	0.22%	69
2022 Q4	$346K	Buy	14,358 +179	+1%	+$4.41K	0.22%	67
2022 Q3	$337K	Hold	14,179	–	–	0.24%	66
2022 Q2	$346K	Hold	14,179	–	–	0.25%	61
2022 Q1	$366K	Sell	14,179 -1,000	-7%	-$24.3K	0.26%	64
2021 Q4	$333K	Buy	+15,179	New	+$340K	0.24%	59

Other funds holding EPD

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

American Century Companies Kansas City, Missouri $194B AUM 35% 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

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

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

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

Capasso Planning Partners's EPD Position: Q4 2024 in Review

Capasso Planning Partners sold out of Enterprise Products Partners (EPD) in Q4 2024, closing a stake of 14,000 shares — an estimated $408K sold.

Capasso Planning Partners first reported a position in EPD in Q4 2021 and held it in 12 quarters. The position peaked at $419K in Q1 2024. 1,441 funds tracked by Wall St. Rank hold EPD as of Q4 2024.

Capasso Planning Partners reported no remaining Enterprise Products Partners position as of Q4 2024 after selling out during the quarter.
Capasso Planning Partners sold 14,000 Enterprise Products Partners shares in Q4 2024, an estimated $408K.
Capasso Planning Partners first reported a position in Enterprise Products Partners in Q4 2021 and held it in 12 quarters.
Capasso Planning Partners's Enterprise Products Partners position peaked at $419K in Q1 2024.
1,441 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2024.

Based on Capasso Planning Partners's 13F filing for Q4 2024, filed 10 Feb 2025.