CFGS
NS

Concourse Financial Group Securities’s NuStar Energy L.P. NS Stock Holding History

Concourse Financial Group Securities’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
-1,062
Closed -$24.7K – 2408
2024
Q1 		$24.7K Buy
+1,062
New +$23.5K ﹤0.01% 1449
2022
Q1 		– Sell
-132
Closed -$2.13K – 2487
2021
Q4 		$2K Hold
132
– – ﹤0.01% 2243
2021
Q3 		$2K Hold
132
– – ﹤0.01% 2265
2021
Q2 		$2K Hold
132
– – ﹤0.01% 2240
2021
Q1 		$2K Sell
132
-370
-74% -$6.29K ﹤0.01% 2180
2020
Q4 		$7K Hold
502
– – ﹤0.01% 1817
2020
Q3 		$5K Hold
502
– – ﹤0.01% 1827
2020
Q2 		$7K Hold
502
– – ﹤0.01% 1612
2020
Q1 		$4K Hold
502
– – ﹤0.01% 1759
2019
Q4 		$13K Buy
502
+132
+36% +$3.67K ﹤0.01% 1389
2019
Q3 		$10K Sell
370
-132
-26% -$3.68K ﹤0.01% 1166
2019
Q2 		$14K Buy
502
+370
+280% +$10K ﹤0.01% 1392
2019
Q1 		$3K Hold
132
– – ﹤0.01% 1966
2018
Q4 		$2K Sell
132
-536
-80% -$13.1K ﹤0.01% 1948
2018
Q3 		$19K Buy
+668
New +$17.7K 0.01% 876

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

Concourse Financial Group Securities's NS Position: Q2 2024 in Review

Concourse Financial Group Securities sold out of NuStar Energy L.P. (NS) in Q2 2024, closing a stake of 1,062 shares — an estimated $24.7K sold.

Concourse Financial Group Securities first reported a position in NS in Q3 2018 and held it in 15 quarters. The position peaked at $24.7K in Q1 2024. 3 funds tracked by Wall St. Rank hold NS as of Q2 2024.

  • Concourse Financial Group Securities reported no remaining NuStar Energy L.P. position as of Q2 2024 after selling out during the quarter.
  • Concourse Financial Group Securities sold 1,062 NuStar Energy L.P. shares in Q2 2024, an estimated $24.7K.
  • Concourse Financial Group Securities first reported a position in NuStar Energy L.P. in Q3 2018 and held it in 15 quarters.
  • Concourse Financial Group Securities's NuStar Energy L.P. position peaked at $24.7K in Q1 2024.
  • 3 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q2 2024.

Based on Concourse Financial Group Securities's 13F filing for Q2 2024, filed 23 Jul 2024.