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FSA Wealth Management’s Enterprise Products Partners EPD Stock Holding History

FSA Wealth Management’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
Q4 		– Sell
-7,562
Closed -$207K – 584
2023
Q3 		$207K Buy
+7,562
New +$202K 0.12% 43

Other funds holding EPD

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AA
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MB
Marquard & Bahls Hamburg, Germany $677M AUM 9.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

FSA Wealth Management's EPD Position: Q4 2023 in Review

FSA Wealth Management sold out of Enterprise Products Partners (EPD) in Q4 2023, closing a stake of 7,562 shares — an estimated $207K sold.

FSA Wealth Management first reported a position in EPD in Q3 2023 and held it in 1 quarter. The position peaked at $207K in Q3 2023. 1,282 funds tracked by Wall St. Rank hold EPD as of Q4 2023.

  • FSA Wealth Management reported no remaining Enterprise Products Partners position as of Q4 2023 after selling out during the quarter.
  • FSA Wealth Management sold 7,562 Enterprise Products Partners shares in Q4 2023, an estimated $207K.
  • FSA Wealth Management first reported a position in Enterprise Products Partners in Q3 2023 and held it in 1 quarter.
  • FSA Wealth Management's Enterprise Products Partners position peaked at $207K in Q3 2023.
  • 1,282 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2023.

Based on FSA Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.