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

CFM Wealth Partners’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	-31,223	Closed	-$1.95M	–	167
2023 Q2	$1.95M	Buy	+31,223	New	+$1.82M	0.47%	57
2023 Q1	–	Sell	-31,223	Closed	-$1.57M	–	168
2022 Q4	$1.57M	Buy	+31,223	New	+$1.58M	0.47%	60
2022 Q3	–	Sell	-31,223	Closed	-$1.49M	–	168
2022 Q2	$1.49M	Sell	31,223 -1,200	-4%	-$59.9K	0.45%	57
2022 Q1	$1.59M	Hold	32,423	–	–	0.38%	67
2021 Q4	$1.51M	Hold	32,423	–	–	0.34%	68
2021 Q3	$1.48M	Buy	+32,423	New	+$1.54M	0.37%	60

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

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 $9.54B AUM 19.86% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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

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

CFM Wealth Partners sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 31,223 shares — an estimated $1.95M sold.

CFM Wealth Partners first reported a position in MMP in Q3 2021 and held it in 6 quarters. The position peaked at $1.95M in Q2 2023. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

CFM Wealth Partners reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
CFM Wealth Partners sold 31,223 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $1.95M.
CFM Wealth Partners first reported a position in Magellan Midstream Partners, L.P. in Q3 2021 and held it in 6 quarters.
CFM Wealth Partners's Magellan Midstream Partners, L.P. position peaked at $1.95M in Q2 2023.
11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

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