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Clear Point Advisors’s Enterprise Products Partners EPD Stock Holding History

Clear Point Advisors’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
2024
Q4 		– Sell
-182
Closed -$5.3K – 236
2024
Q3 		$5.3K Hold
182
– – ﹤0.01% 391
2024
Q2 		$5.27K Hold
182
– – ﹤0.01% 380
2024
Q1 		$5.31K Buy
+182
New +$5K ﹤0.01% 380

Other funds holding EPD

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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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Clear Point Advisors's EPD Position: Q4 2024 in Review

Clear Point Advisors sold out of Enterprise Products Partners (EPD) in Q4 2024, closing a stake of 182 shares — an estimated $5.3K sold.

Clear Point Advisors first reported a position in EPD in Q1 2024 and held it in 3 quarters. The position peaked at $5.31K in Q1 2024. 1,441 funds tracked by Wall St. Rank hold EPD as of Q4 2024.

  • Clear Point Advisors reported no remaining Enterprise Products Partners position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 182 Enterprise Products Partners shares in Q4 2024, an estimated $5.3K.
  • Clear Point Advisors first reported a position in Enterprise Products Partners in Q1 2024 and held it in 3 quarters.
  • Clear Point Advisors's Enterprise Products Partners position peaked at $5.31K in Q1 2024.
  • 1,441 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.