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CBIZ Investment Advisory Services’s Enterprise Products Partners EPD Stock Holding History

CBIZ Investment Advisory Services’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
2023
Q1 		– Sell
-9,030
Closed -$218K – 34
2022
Q4 		$218K Hold
9,030
– – 0.08% 27
2022
Q3 		$215K Hold
9,030
– – 0.22% 26
2022
Q2 		$220K Buy
+9,030
New +$238K 0.02% 34

Other funds holding EPD

MB
Marquard & Bahls Hamburg, Germany $677M AUM 9.39% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

CBIZ Investment Advisory Services's EPD Position: Q1 2023 in Review

CBIZ Investment Advisory Services sold out of Enterprise Products Partners (EPD) in Q1 2023, closing a stake of 9,030 shares — an estimated $218K sold.

CBIZ Investment Advisory Services first reported a position in EPD in Q2 2022 and held it in 3 quarters. The position peaked at $220K in Q2 2022. 1,182 funds tracked by Wall St. Rank hold EPD as of Q1 2023.

  • CBIZ Investment Advisory Services reported no remaining Enterprise Products Partners position as of Q1 2023 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 9,030 Enterprise Products Partners shares in Q1 2023, an estimated $218K.
  • CBIZ Investment Advisory Services first reported a position in Enterprise Products Partners in Q2 2022 and held it in 3 quarters.
  • CBIZ Investment Advisory Services's Enterprise Products Partners position peaked at $220K in Q2 2022.
  • 1,182 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2023.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2023, filed 9 May 2023.