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Financial Avengers’s Enterprise Products Partners EPD Stock Holding History

Financial Avengers’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
2023
Q1 		– Sell
-4,200
Closed -$101K – 184
2022
Q4 		$101K Hold
4,200
– – 0.08% 35
2022
Q3 		$100K Hold
4,200
– – 0.08% 33
2022
Q2 		$102K Sell
4,200
-4,000
-49% -$105K 0.08% 35
2022
Q1 		$212K Hold
8,200
– – 0.13% 28
2021
Q4 		$180K Buy
8,200
+300
+4% +$6.73K 0.11% 32
2021
Q3 		$171K Buy
7,900
+100
+1% +$2.27K 0.11% 33
2021
Q2 		$188K Buy
7,800
+100
+1% +$2.37K 0.13% 30
2021
Q1 		$170K Buy
7,700
+4,800
+166% +$106K 0.13% 30
2020
Q4 		$57K Buy
+2,900
New +$54K 0.05% 50

Other funds holding EPD

MB
Marquard & Bahls Hamburg, Germany $677M AUM 9.39% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Financial Avengers's EPD Position: Q1 2023 in Review

Financial Avengers sold out of Enterprise Products Partners (EPD) in Q1 2023, closing a stake of 4,200 shares — an estimated $101K sold.

Financial Avengers first reported a position in EPD in Q4 2020 and held it in 9 quarters. The position peaked at $212K in Q1 2022. 1,182 funds tracked by Wall St. Rank hold EPD as of Q1 2023.

  • Financial Avengers reported no remaining Enterprise Products Partners position as of Q1 2023 after selling out during the quarter.
  • Financial Avengers sold 4,200 Enterprise Products Partners shares in Q1 2023, an estimated $101K.
  • Financial Avengers first reported a position in Enterprise Products Partners in Q4 2020 and held it in 9 quarters.
  • Financial Avengers's Enterprise Products Partners position peaked at $212K in Q1 2022.
  • 1,182 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2023.

Based on Financial Avengers's 13F filing for Q1 2023, filed 12 May 2023.