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FirstPurpose Wealth’s Enterprise Products Partners EPD Stock Holding History

FirstPurpose Wealth’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
Q1 		$283K Sell
9,712
-5
-0.1% -$137 0.1% 164
2023
Q4 		$256K Buy
9,717
+44
+0.5% +$1.17K 0.1% 173
2023
Q3 		$265K Buy
9,673
+1,200
+14% +$32.1K 0.11% 158
2023
Q2 		$223K Hold
8,473
– – 0.1% 179
2023
Q1 		$219K Sell
8,473
-575
-6% -$14.8K 0.11% 170
2022
Q4 		$218K Buy
+9,048
New +$223K 0.12% 165

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $871B AUM 31.28% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

FirstPurpose Wealth's EPD Position: Q1 2024 in Review

FirstPurpose Wealth reduced its Enterprise Products Partners (EPD) stake by 0.05% in Q1 2024, selling an estimated $137 and leaving 9,712 shares worth $283K. The position accounts for 0.1% of the portfolio, ranked #164.

FirstPurpose Wealth first reported a position in EPD in Q4 2022 and has held it in 6 quarters since. 1,320 funds tracked by Wall St. Rank hold EPD as of Q1 2024.

  • FirstPurpose Wealth held 9,712 shares of Enterprise Products Partners worth $283K as of Q1 2024.
  • FirstPurpose Wealth sold 5 Enterprise Products Partners shares in Q1 2024, an estimated $137.
  • Enterprise Products Partners made up 0.1% of FirstPurpose Wealth's portfolio in Q1 2024, its #164 holding.
  • FirstPurpose Wealth first reported a position in Enterprise Products Partners in Q4 2022 and has held it in 6 quarters since.
  • 1,320 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.