CSPIA
NS

Cary Street Partners Investment Advisory’s NuStar Energy L.P. NS Stock Holding History

Cary Street Partners Investment Advisory’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
-15,290
Closed -$356K – 771
2024
Q1 		$356K Buy
+15,290
New +$338K 0.02% 522
2023
Q2 		– Sell
-33
Closed -$516 – 1803
2023
Q1 		$516 Hold
33
– – ﹤0.01% 1606
2022
Q4 		$528 Buy
+33
New +$513 ﹤0.01% 1614

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

Cary Street Partners Investment Advisory's NS Position: Q2 2024 in Review

Cary Street Partners Investment Advisory sold out of NuStar Energy L.P. (NS) in Q2 2024, closing a stake of 15,290 shares — an estimated $356K sold.

Cary Street Partners Investment Advisory first reported a position in NS in Q4 2022 and held it in 3 quarters. The position peaked at $356K in Q1 2024. 3 funds tracked by Wall St. Rank hold NS as of Q2 2024.

  • Cary Street Partners Investment Advisory reported no remaining NuStar Energy L.P. position as of Q2 2024 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 15,290 NuStar Energy L.P. shares in Q2 2024, an estimated $356K.
  • Cary Street Partners Investment Advisory first reported a position in NuStar Energy L.P. in Q4 2022 and held it in 3 quarters.
  • Cary Street Partners Investment Advisory's NuStar Energy L.P. position peaked at $356K in Q1 2024.
  • 3 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q2 2024.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2024, filed 22 Jul 2024.