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Castle Wealth Management’s MPLX MPLX Stock Holding History

Castle Wealth Management’s Portfolio MPLX Stock Details MPLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-930
Closed -$28K – 421
2022
Q3 		$28K Buy
930
+730
+365% +$22.9K 0.02% 287
2022
Q2 		$6K Buy
+200
New +$6.41K ﹤0.01% 468

Other funds holding MPLX

Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Castle Wealth Management's MPLX Position: Q4 2022 in Review

Castle Wealth Management sold out of MPLX (MPLX) in Q4 2022, closing a stake of 930 shares — an estimated $28K sold.

Castle Wealth Management first reported a position in MPLX in Q2 2022 and held it in 2 quarters. The position peaked at $28K in Q3 2022. 358 funds tracked by Wall St. Rank hold MPLX as of Q4 2022.

  • Castle Wealth Management reported no remaining MPLX position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 930 MPLX shares in Q4 2022, an estimated $28K.
  • Castle Wealth Management first reported a position in MPLX in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's MPLX position peaked at $28K in Q3 2022.
  • 358 funds tracked by Wall St. Rank held MPLX as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.