Focus Partners Advisor Solutions’s NuStar Energy L.P. NS Stock Holding History

Focus Partners Advisor Solutions’s Portfolio NS Stock Details NS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-25,725	Closed	-$412K	–	394
2022 Q4	$412K	Hold	25,725	–	–	0.03%	217
2022 Q3	$347K	Hold	25,725	–	–	0.02%	278
2022 Q2	$360K	Buy	+25,725	New	+$387K	0.03%	235

Other funds holding NS

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ICA

Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Advisor Solutions's NS Position: Q1 2023 in Review

Focus Partners Advisor Solutions sold out of NuStar Energy L.P. (NS) in Q1 2023, closing a stake of 25,725 shares — an estimated $412K sold.

Focus Partners Advisor Solutions first reported a position in NS in Q2 2022 and held it in 3 quarters. The position peaked at $412K in Q4 2022. 132 funds tracked by Wall St. Rank hold NS as of Q1 2023.

Focus Partners Advisor Solutions reported no remaining NuStar Energy L.P. position as of Q1 2023 after selling out during the quarter.
Focus Partners Advisor Solutions sold 25,725 NuStar Energy L.P. shares in Q1 2023, an estimated $412K.
Focus Partners Advisor Solutions first reported a position in NuStar Energy L.P. in Q2 2022 and held it in 3 quarters.
Focus Partners Advisor Solutions's NuStar Energy L.P. position peaked at $412K in Q4 2022.
132 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q1 2023.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2023, filed 15 May 2023.