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Clearview Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

Clearview Wealth 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
2023
Q3 		– Sell
-1,538
Closed -$40.5K – 269
2023
Q2 		$40.5K Buy
1,538
+19
+1% +$497 0.04% 205
2023
Q1 		$39.4K Sell
1,519
-1,258
-45% -$32.3K 0.04% 210
2022
Q4 		$67K Buy
2,777
+202
+8% +$4.97K 0.05% 152
2022
Q3 		$61K Buy
2,575
+16
+0.6% +$413 0.05% 153
2022
Q2 		$62K Sell
2,559
-1,150
-31% -$30.3K 0.05% 160
2022
Q1 		$96K Sell
3,709
-204
-5% -$4.95K 0.06% 137
2021
Q4 		$86K Buy
3,913
+1,100
+39% +$24.7K 0.05% 169
2021
Q3 		$61K Hold
2,813
– – 0.04% 218
2021
Q2 		$68K Hold
2,813
– – 0.04% 212
2021
Q1 		$62K Buy
2,813
+1,275
+83% +$28K 0.04% 209
2020
Q4 		$30K Buy
+1,538
New +$28.6K 0.02% 252

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
MB
Marquard & Bahls Hamburg, Germany $677M AUM 9.39% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Clearview Wealth Advisors's EPD Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Enterprise Products Partners (EPD) in Q3 2023, closing a stake of 1,538 shares — an estimated $40.5K sold.

Clearview Wealth Advisors first reported a position in EPD in Q4 2020 and held it in 11 quarters. The position peaked at $96K in Q1 2022. 1,217 funds tracked by Wall St. Rank hold EPD as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Enterprise Products Partners position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 1,538 Enterprise Products Partners shares in Q3 2023, an estimated $40.5K.
  • Clearview Wealth Advisors first reported a position in Enterprise Products Partners in Q4 2020 and held it in 11 quarters.
  • Clearview Wealth Advisors's Enterprise Products Partners position peaked at $96K in Q1 2022.
  • 1,217 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.