CWP
MMP

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

Cyndeo 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
-4,058
Closed -$253K – 353
2023
Q2 		$253K Hold
4,058
– – 0.03% 287
2023
Q1 		$220K Hold
4,058
– – 0.02% 296
2022
Q4 		$204K Buy
+4,058
New +$206K 0.02% 301

Other funds holding MMP

Bradley Foster & Sargent
Bradley Foster & Sargent Hartford, Connecticut $7.06B AUM 27.24% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
PR
Payden & Rygel Los Angeles, California $1.3B AUM 32.58% 1-Year Est. Return
PRIG
Payden & Rygel Investment Group Los Angeles, California $1.24B AUM
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return

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

Cyndeo Wealth Partners sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 4,058 shares — an estimated $253K sold.

Cyndeo Wealth Partners first reported a position in MMP in Q4 2022 and held it in 3 quarters. The position peaked at $253K in Q2 2023. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Cyndeo Wealth Partners reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 4,058 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $253K.
  • Cyndeo Wealth Partners first reported a position in Magellan Midstream Partners, L.P. in Q4 2022 and held it in 3 quarters.
  • Cyndeo Wealth Partners's Magellan Midstream Partners, L.P. position peaked at $253K in Q2 2023.
  • 10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2023, filed 10 Oct 2023.