Fortitude Advisory Group’s NuStar Energy L.P. NS Stock Holding History

Fortitude Advisory Group’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
2022 Q4	–	Sell	-10,200	Closed	-$159K	–	230
2022 Q3	$138K	Buy	+10,200	New	+$153K	0.13%	189

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 $67.7B AUM 51.91% 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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

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

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

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

Fortitude Advisory Group's NS Position: Q4 2022 in Review

Fortitude Advisory Group sold out of NuStar Energy L.P. (NS) in Q4 2022, closing a stake of 10,200 shares — an estimated $159K sold.

Fortitude Advisory Group first reported a position in NS in Q3 2022 and held it in 1 quarter. The position peaked at $138K in Q3 2022. 139 funds tracked by Wall St. Rank hold NS as of Q4 2022.

Fortitude Advisory Group reported no remaining NuStar Energy L.P. position as of Q4 2022 after selling out during the quarter.
Fortitude Advisory Group sold 10,200 NuStar Energy L.P. shares in Q4 2022, an estimated $159K.
Fortitude Advisory Group first reported a position in NuStar Energy L.P. in Q3 2022 and held it in 1 quarter.
Fortitude Advisory Group's NuStar Energy L.P. position peaked at $138K in Q3 2022.
139 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q4 2022.

Based on Fortitude Advisory Group's 13F filing for Q4 2022, filed 13 Feb 2023.