Clearstead Advisors’s NuStar Energy L.P. NS Stock Holding History

Clearstead Advisors’s Portfolio NS Stock Details NS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-480	Closed	-$8.37K	–	1660
2023 Q3	$8.37K	Buy	480 +170	+55%	+$2.9K	﹤0.01%	1142
2023 Q2	$5.31K	Buy	+310	New	+$5.07K	﹤0.01%	1046
2023 Q1	–	Sell	-3,827	Closed	-$61.2K	–	1446
2022 Q4	$61.2K	Buy	3,827 +327	+9%	+$5.09K	﹤0.01%	596
2022 Q3	$47K	Hold	3,500	–	–	﹤0.01%	621
2022 Q2	$49K	Buy	+3,500	New	+$52.7K	﹤0.01%	628

Other funds holding NS

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

ICA

Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return

Clearstead Advisors's NS Position: Q4 2023 in Review

Clearstead Advisors sold out of NuStar Energy L.P. (NS) in Q4 2023, closing a stake of 480 shares — an estimated $8.37K sold.

Clearstead Advisors first reported a position in NS in Q2 2022 and held it in 5 quarters. The position peaked at $61.2K in Q4 2022. 147 funds tracked by Wall St. Rank hold NS as of Q4 2023.

Clearstead Advisors reported no remaining NuStar Energy L.P. position as of Q4 2023 after selling out during the quarter.
Clearstead Advisors sold 480 NuStar Energy L.P. shares in Q4 2023, an estimated $8.37K.
Clearstead Advisors first reported a position in NuStar Energy L.P. in Q2 2022 and held it in 5 quarters.
Clearstead Advisors's NuStar Energy L.P. position peaked at $61.2K in Q4 2022.
147 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q4 2023.

Based on Clearstead Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.