DF
NS

Donoghue Forlines’s NuStar Energy L.P. NS Stock Holding History

Donoghue Forlines’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
-15,671
Closed -$365K – 271
2024
Q1 		$365K Buy
15,671
+310
+2% +$6.85K 0.1% 190
2023
Q4 		$287K Buy
+15,361
New +$274K 0.09% 195

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

Donoghue Forlines's NS Position: Q2 2024 in Review

Donoghue Forlines sold out of NuStar Energy L.P. (NS) in Q2 2024, closing a stake of 15,671 shares — an estimated $365K sold.

Donoghue Forlines first reported a position in NS in Q4 2023 and held it in 2 quarters. The position peaked at $365K in Q1 2024. 3 funds tracked by Wall St. Rank hold NS as of Q2 2024.

  • Donoghue Forlines reported no remaining NuStar Energy L.P. position as of Q2 2024 after selling out during the quarter.
  • Donoghue Forlines sold 15,671 NuStar Energy L.P. shares in Q2 2024, an estimated $365K.
  • Donoghue Forlines first reported a position in NuStar Energy L.P. in Q4 2023 and held it in 2 quarters.
  • Donoghue Forlines's NuStar Energy L.P. position peaked at $365K in Q1 2024.
  • 3 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q2 2024.

Based on Donoghue Forlines's 13F filing for Q2 2024, filed 6 Aug 2024.