FWA
ET icon

Freedom Wealth Alliance’s Energy Transfer Partners ET Stock Holding History

Freedom Wealth Alliance’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
2023
Q1 		– Sell
-768
Closed -$9.12K – 184
2022
Q4 		$9.12K Buy
+768
New +$9.21K 0.01% 291

Other funds holding ET

Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Freedom Wealth Alliance's ET Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of Energy Transfer Partners (ET) in Q1 2023, closing a stake of 768 shares — an estimated $9.12K sold.

Freedom Wealth Alliance first reported a position in ET in Q4 2022 and held it in 1 quarter. The position peaked at $9.12K in Q4 2022. 928 funds tracked by Wall St. Rank hold ET as of Q1 2023.

  • Freedom Wealth Alliance reported no remaining Energy Transfer Partners position as of Q1 2023 after selling out during the quarter.
  • Freedom Wealth Alliance sold 768 Energy Transfer Partners shares in Q1 2023, an estimated $9.12K.
  • Freedom Wealth Alliance first reported a position in Energy Transfer Partners in Q4 2022 and held it in 1 quarter.
  • Freedom Wealth Alliance's Energy Transfer Partners position peaked at $9.12K in Q4 2022.
  • 928 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.