CWP
MMP

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

Concord 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
-805
Closed -$50.2K – 1084
2023
Q2 		$50.2K Sell
805
-144
-15% -$8.4K 0.01% 366
2023
Q1 		$51.5K Sell
949
-35
-4% -$1.85K 0.01% 346
2022
Q4 		$49.4K Buy
+984
New +$49.9K 0.01% 377
2022
Q3 		– Sell
-1,128
Closed -$54K – 1252
2022
Q2 		$54K Hold
1,128
– – 0.01% 360
2022
Q1 		$55K Hold
1,128
– – 0.01% 416
2021
Q4 		$52K Sell
1,128
-21
-2% -$992 0.01% 447
2021
Q3 		$52K Sell
1,149
-55
-5% -$2.62K 0.02% 217
2021
Q2 		$59K Sell
1,204
-133
-10% -$6.45K 0.02% 328
2021
Q1 		$58K Sell
1,337
-370
-22% -$16.2K 0.02% 311
2020
Q4 		$72K Buy
+1,707
New +$68.1K 0.06% 165

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
PR
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 $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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

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

Concord Wealth Partners sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 805 shares — an estimated $50.2K sold.

Concord Wealth Partners first reported a position in MMP in Q4 2020 and held it in 10 quarters. The position peaked at $72K in Q4 2020. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Concord Wealth Partners reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 805 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $50.2K.
  • Concord Wealth Partners first reported a position in Magellan Midstream Partners, L.P. in Q4 2020 and held it in 10 quarters.
  • Concord Wealth Partners's Magellan Midstream Partners, L.P. position peaked at $72K in Q4 2020.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Concord Wealth Partners's 13F filing for Q3 2023, filed 25 Oct 2023.