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Focused Wealth Management’s Energy Transfer Partners ET Stock Holding History

Focused Wealth Management’s Portfolio ET Stock Details ET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,559
Closed -$21.5K – 435
2023
Q4 		$21.5K Sell
1,559
-630
-29% -$8.56K ﹤0.01% 430
2023
Q3 		$30.7K Buy
2,189
+11
+0.5% +$146 0.01% 356
2023
Q2 		$27.7K Buy
2,178
+10
+0.5% +$127 0.01% 375
2023
Q1 		$27K Sell
2,168
-9,990
-82% -$126K 0.01% 390
2022
Q4 		$144K Buy
12,158
+9
+0.1% +$108 0.03% 156
2022
Q3 		$134K Buy
12,149
+8
+0.1% +$89 0.03% 154
2022
Q2 		$121K Buy
12,141
+7
+0.1% +$78 0.02% 169
2022
Q1 		$136K Buy
12,134
+647
+6% +$6.42K 0.02% 180
2021
Q4 		$95K Buy
11,487
+6
+0.1% +$55 0.01% 286
2021
Q3 		$110K Sell
11,481
-7,294
-39% -$70K 0.02% 276
2021
Q2 		$200K Sell
18,775
-2,994
-14% -$28.7K 0.03% 168
2021
Q1 		$167K Sell
21,769
-2,992
-12% -$21.8K 0.03% 187
2020
Q4 		$153K Buy
24,761
+23,010
+1,314% +$139K 0.03% 179
2020
Q3 		$9K Buy
1,751
+15
+0.9% +$95 ﹤0.01% 520
2020
Q2 		$12K Buy
1,736
+14
+0.8% +$104 ﹤0.01% 474
2020
Q1 		$8K Buy
1,722
+7
+0.4% +$75 ﹤0.01% 478
2019
Q4 		$22K Buy
1,715
+8
+0.5% +$99 0.01% 391
2019
Q3 		$22K Buy
1,707
+7
+0.4% +$98 0.01% 376
2019
Q2 		$24K Buy
1,700
+75
+5% +$1.11K 0.01% 395
2019
Q1 		$25K Buy
1,625
+10
+0.6% +$149 0.01% 352
2018
Q4 		$21K Buy
+1,615
New +$24.5K 0.01% 373

Other funds holding ET

Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Focused Wealth Management's ET Position: Q1 2024 in Review

Focused Wealth Management sold out of Energy Transfer Partners (ET) in Q1 2024, closing a stake of 1,559 shares — an estimated $21.5K sold.

Focused Wealth Management first reported a position in ET in Q4 2018 and held it in 21 quarters. The position peaked at $200K in Q2 2021. 1,062 funds tracked by Wall St. Rank hold ET as of Q1 2024.

  • Focused Wealth Management reported no remaining Energy Transfer Partners position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 1,559 Energy Transfer Partners shares in Q1 2024, an estimated $21.5K.
  • Focused Wealth Management first reported a position in Energy Transfer Partners in Q4 2018 and held it in 21 quarters.
  • Focused Wealth Management's Energy Transfer Partners position peaked at $200K in Q2 2021.
  • 1,062 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.