EWM
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Executive Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Executive Wealth Management’s Portfolio EPD Stock Details EPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$534K Sell
17,020
-96
-0.6% -$2.95K 0.04% 159
2024
Q3 		$498K Buy
+17,116
New +$500K 0.04% 170
2024
Q2 		– Sell
-17,480
Closed -$513K – 157
2024
Q1 		$513K Buy
17,480
+251
+1% +$6.89K 0.05% 147
2023
Q4 		$454K Buy
17,229
+250
+1% +$6.66K 0.04% 145
2023
Q3 		$465K Sell
16,979
-293
-2% -$7.84K 0.05% 141
2023
Q2 		$455K Sell
17,272
-395
-2% -$10.3K 0.05% 138
2023
Q1 		$458K Buy
17,667
+3,092
+21% +$79.4K 0.05% 137
2022
Q4 		$352K Buy
14,575
+14,234
+4,174% +$350K 0.04% 149
2022
Q3 		$341 Sell
341
-13,822
-98% -$357K 0.05% 137
2022
Q2 		$345K Sell
14,163
-93
-0.7% -$2.45K 0.05% 140
2022
Q1 		$367K Sell
14,256
-233
-2% -$5.66K 0.04% 152
2021
Q4 		$318K Buy
14,489
+380
+3% +$8.52K 0.03% 160
2021
Q3 		$305K Sell
14,109
-239
-2% -$5.43K 0.03% 150
2021
Q2 		$346K Buy
14,348
+331
+2% +$7.83K 0.04% 149
2021
Q1 		$308K Buy
+14,017
New +$308K 0.04% 153
2019
Q3 		– Sell
-4,046
Closed -$117K – 332
2019
Q2 		$117K Buy
4,046
+704
+21% +$20.3K 0.02% 203
2019
Q1 		$97K Sell
3,342
-75
-2% -$2.1K 0.02% 201
2018
Q4 		$84K Buy
+3,417
New +$91.5K 0.01% 219

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Executive Wealth Management's EPD Position: Q4 2024 in Review

Executive Wealth Management reduced its Enterprise Products Partners (EPD) stake by 0.56% in Q4 2024, selling an estimated $2.95K and leaving 17,020 shares worth $534K. The position accounts for 0.04% of the portfolio, ranked #159.

Executive Wealth Management first reported a position in EPD in Q4 2018 and has held it in 18 quarters since. 1,441 funds tracked by Wall St. Rank hold EPD as of Q4 2024.

  • Executive Wealth Management held 17,020 shares of Enterprise Products Partners worth $534K as of Q4 2024.
  • Executive Wealth Management sold 96 Enterprise Products Partners shares in Q4 2024, an estimated $2.95K.
  • Enterprise Products Partners made up 0.04% of Executive Wealth Management's portfolio in Q4 2024, its #159 holding.
  • Executive Wealth Management first reported a position in Enterprise Products Partners in Q4 2018 and has held it in 18 quarters since.
  • 1,441 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.