FW
MMP

FirstPurpose Wealth’s Magellan Midstream Partners, L.P. MMP Stock Holding History

FirstPurpose Wealth’s Portfolio MMP Stock Details MMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-3,600
Closed -$224K – 209
2023
Q2 		$224K Buy
+3,600
New +$210K 0.1% 178
2023
Q1 		– Sell
-4,225
Closed -$212K – 205
2022
Q4 		$212K Hold
4,225
– – 0.12% 169
2022
Q3 		$201K Hold
4,225
– – 0.13% 143
2022
Q2 		$202K Buy
+4,225
New +$211K 0.14% 130

Other funds holding MMP

BFS
Bradley Foster & Sargent Hartford, Connecticut $6.44B AUM 25.27% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
PR
Payden & Rygel Los Angeles, California $1.3B AUM 28.32% 1-Year Est. Return
PRIG
Payden & Rygel Investment Group Los Angeles, California $1.24B AUM
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return

FirstPurpose Wealth's MMP Position: Q3 2023 in Review

FirstPurpose Wealth sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 3,600 shares — an estimated $224K sold.

FirstPurpose Wealth first reported a position in MMP in Q2 2022 and held it in 4 quarters. The position peaked at $224K in Q2 2023. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • FirstPurpose Wealth reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • FirstPurpose Wealth sold 3,600 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $224K.
  • FirstPurpose Wealth first reported a position in Magellan Midstream Partners, L.P. in Q2 2022 and held it in 4 quarters.
  • FirstPurpose Wealth's Magellan Midstream Partners, L.P. position peaked at $224K in Q2 2023.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on FirstPurpose Wealth's 13F filing for Q3 2023, filed 30 Oct 2023.