CFM Wealth Partners’s Holly Energy Partners, L.P. HEP Stock Holding History

CFM Wealth Partners’s Portfolio HEP Stock Details HEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-35,521	Closed	-$657K	–	166
2023 Q2	$657K	Buy	+35,521	New	+$615K	0.16%	95
2023 Q1	–	Sell	-35,521	Closed	-$644K	–	167
2022 Q4	$644K	Buy	+35,521	New	+$649K	0.19%	94
2022 Q3	–	Sell	-35,521	Closed	-$569K	–	167
2022 Q2	$569K	Hold	35,521	–	–	0.17%	99
2022 Q1	$629K	Hold	35,521	–	–	0.15%	100
2021 Q4	$621K	Hold	35,521	–	–	0.14%	106
2021 Q3	$651K	Buy	+35,521	New	+$691K	0.16%	98

Other funds holding HEP

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FTCM

First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CFM Wealth Partners's HEP Position: Q3 2023 in Review

CFM Wealth Partners sold out of Holly Energy Partners, L.P. (HEP) in Q3 2023, closing a stake of 35,521 shares — an estimated $657K sold.

CFM Wealth Partners first reported a position in HEP in Q3 2021 and held it in 6 quarters. The position peaked at $657K in Q2 2023. 87 funds tracked by Wall St. Rank hold HEP as of Q3 2023.

CFM Wealth Partners reported no remaining Holly Energy Partners, L.P. position as of Q3 2023 after selling out during the quarter.
CFM Wealth Partners sold 35,521 Holly Energy Partners, L.P. shares in Q3 2023, an estimated $657K.
CFM Wealth Partners first reported a position in Holly Energy Partners, L.P. in Q3 2021 and held it in 6 quarters.
CFM Wealth Partners's Holly Energy Partners, L.P. position peaked at $657K in Q2 2023.
87 funds tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q3 2023.

Based on CFM Wealth Partners's 13F filing for Q3 2023, filed 11 Oct 2023.