CIS
NS

Custom Index Systems’s NuStar Energy L.P. NS Stock Holding History

Custom Index Systems’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
-74,895
Closed -$1.74M – 313
2024
Q1 		$1.74M Sell
74,895
-12,864
-15% -$284K 0.99% 22
2023
Q4 		$1.64M Buy
+87,759
New +$1.57M 1.01% 20

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 $4.82B AUM 20.19% 1-Year Est. Return

Custom Index Systems's NS Position: Q2 2024 in Review

Custom Index Systems sold out of NuStar Energy L.P. (NS) in Q2 2024, closing a stake of 74,895 shares — an estimated $1.74M sold.

Custom Index Systems first reported a position in NS in Q4 2023 and held it in 2 quarters. The position peaked at $1.74M in Q1 2024. 3 funds tracked by Wall St. Rank hold NS as of Q2 2024.

  • Custom Index Systems reported no remaining NuStar Energy L.P. position as of Q2 2024 after selling out during the quarter.
  • Custom Index Systems sold 74,895 NuStar Energy L.P. shares in Q2 2024, an estimated $1.74M.
  • Custom Index Systems first reported a position in NuStar Energy L.P. in Q4 2023 and held it in 2 quarters.
  • Custom Index Systems's NuStar Energy L.P. position peaked at $1.74M in Q1 2024.
  • 3 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q2 2024.

Based on Custom Index Systems's 13F filing for Q2 2024, filed 6 Aug 2024.