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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Enterprise Products Partners EPD Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
Q2 		– Sell
-620
Closed -$16.1K – 284
2023
Q1 		$16.1K Hold
620
– – 0.01% 201
2022
Q4 		$15K Buy
+620
New +$15.3K 0.01% 202

Other funds holding EPD

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Blackstone Inc
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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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s EPD Position: Q2 2023 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Enterprise Products Partners (EPD) in Q2 2023, closing a stake of 620 shares — an estimated $16.1K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in EPD in Q4 2022 and held it in 2 quarters. The position peaked at $16.1K in Q1 2023. 1,207 funds tracked by Wall St. Rank hold EPD as of Q2 2023.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Enterprise Products Partners position as of Q2 2023 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 620 Enterprise Products Partners shares in Q2 2023, an estimated $16.1K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Enterprise Products Partners in Q4 2022 and held it in 2 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Enterprise Products Partners position peaked at $16.1K in Q1 2023.
  • 1,207 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2023.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2023, filed 7 Aug 2026.