EWA
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Exencial Wealth Advisors’s NGL Energy Partners NGL Stock Holding History

Exencial Wealth Advisors’s Portfolio NGL Stock Details NGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-40,862
Closed -$235K – 502
2024
Q1 		$235K Hold
40,862
– – 0.01% 467
2023
Q4 		$228K Hold
40,862
– – 0.01% 457
2023
Q3 		$158K Hold
40,862
– – 0.01% 417
2023
Q2 		$159K Hold
40,862
– – 0.01% 422
2023
Q1 		$119K Hold
40,862
– – 0.01% 411
2022
Q4 		$49.4K Hold
40,862
– – ﹤0.01% 417
2022
Q3 		$53K Hold
40,862
– – ﹤0.01% 415
2022
Q2 		$62K Hold
40,862
– – ﹤0.01% 418
2022
Q1 		$91K Hold
40,862
– – ﹤0.01% 442
2021
Q4 		$74K Hold
40,862
– – ﹤0.01% 463
2021
Q3 		$97K Buy
+40,862
New +$79.7K ﹤0.01% 323

Other funds holding NGL

Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
N
Natixis Paris, France $25B AUM 26.79% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $845M AUM 15.34% 1-Year Est. Return