CWP
NS

Concord Wealth Partners’s NuStar Energy L.P. NS Stock Holding History

Concord Wealth Partners’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
2024
Q2 		– Sell
-500
Closed -$11.6K – 927
2024
Q1 		$11.6K Buy
+500
New +$11K ﹤0.01% 561
2023
Q4 		– Sell
-500
Closed -$8.72K – 1045
2023
Q3 		$8.72K Hold
500
– – ﹤0.01% 638
2023
Q2 		$8.57K Hold
500
– – ﹤0.01% 627
2023
Q1 		$7.82K Hold
500
– – ﹤0.01% 622
2022
Q4 		$8K Buy
+500
New +$7.78K ﹤0.01% 668
2022
Q3 		– Sell
-500
Closed -$7K – 1239
2022
Q2 		$7K Hold
500
– – ﹤0.01% 767
2022
Q1 		$7K Hold
500
– – ﹤0.01% 855
2021
Q4 		$8K Hold
500
– – ﹤0.01% 849
2021
Q3 		$8K Hold
500
– – ﹤0.01% 518
2021
Q2 		$9K Hold
500
– – ﹤0.01% 648
2021
Q1 		$9K Hold
500
– – ﹤0.01% 601
2020
Q4 		$7K Buy
+500
New +$6.4K 0.01% 396

Other funds holding NS

SIA
Sovereign Investment Advisors Phoenix, Arizona $472M AUM 9.63% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Concord Wealth Partners's NS Position: Q2 2024 in Review

Concord Wealth Partners sold out of NuStar Energy L.P. (NS) in Q2 2024, closing a stake of 500 shares — an estimated $11.6K sold.

Concord Wealth Partners first reported a position in NS in Q4 2020 and held it in 12 quarters. The position peaked at $11.6K in Q1 2024. 3 funds tracked by Wall St. Rank hold NS as of Q2 2024.

  • Concord Wealth Partners reported no remaining NuStar Energy L.P. position as of Q2 2024 after selling out during the quarter.
  • Concord Wealth Partners sold 500 NuStar Energy L.P. shares in Q2 2024, an estimated $11.6K.
  • Concord Wealth Partners first reported a position in NuStar Energy L.P. in Q4 2020 and held it in 12 quarters.
  • Concord Wealth Partners's NuStar Energy L.P. position peaked at $11.6K in Q1 2024.
  • 3 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q2 2024.

Based on Concord Wealth Partners's 13F filing for Q2 2024, filed 31 Jul 2024.