CWM
MMP

CarsonAllaria Wealth Management’s Magellan Midstream Partners, L.P. MMP Stock Holding History

CarsonAllaria Wealth Management’s Portfolio MMP Stock Details MMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-208
Closed -$13K – 419
2023
Q2 		$13K Hold
208
– – 0.01% 202
2023
Q1 		$11.3K Hold
208
– – 0.01% 204
2022
Q4 		$10K Hold
208
– – 0.01% 193
2022
Q3 		$10K Buy
208
+4
+2% +$201 0.01% 196
2022
Q2 		$10K Buy
204
+4
+2% +$200 0.01% 192
2022
Q1 		$10K Buy
+200
New +$9.68K 0.01% 204

Other funds holding MMP

BFS
Bradley Foster & Sargent Hartford, Connecticut $6.44B AUM 25.27% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
PR
Payden & Rygel Los Angeles, California $1.3B AUM 28.32% 1-Year Est. Return
PRIG
Payden & Rygel Investment Group Los Angeles, California $1.24B AUM
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return

CarsonAllaria Wealth Management's MMP Position: Q3 2023 in Review

CarsonAllaria Wealth Management sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 208 shares — an estimated $13K sold.

CarsonAllaria Wealth Management first reported a position in MMP in Q1 2022 and held it in 6 quarters. The position peaked at $13K in Q2 2023. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • CarsonAllaria Wealth Management reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 208 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $13K.
  • CarsonAllaria Wealth Management first reported a position in Magellan Midstream Partners, L.P. in Q1 2022 and held it in 6 quarters.
  • CarsonAllaria Wealth Management's Magellan Midstream Partners, L.P. position peaked at $13K in Q2 2023.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2023, filed 9 Nov 2023.