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

FSA 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 Q4	–	Sell	-1,000	Closed	-$16.1K	–	569
2024 Q3	$16.1K	Buy	+1,000	New	+$16.1K	0.01%	266
2024 Q1	$15.7K	Hold	1,000	–	–	0.01%	276
2023 Q4	$14K	Buy	+1,000	New	+$13.6K	0.01%	281
2020 Q3	–	Sell	-1,000	Closed	-$7K	–	153
2020 Q2	$7K	Hold	1,000	–	–	﹤0.01%	298
2020 Q1	$5K	Buy	+1,000	New	+$10.7K	﹤0.01%	298

Other funds holding ET

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

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TCA

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

FSA Wealth Management's ET Position: Q4 2024 in Review

FSA Wealth Management sold out of Energy Transfer Partners (ET) in Q4 2024, closing a stake of 1,000 shares — an estimated $16.1K sold.

FSA Wealth Management first reported a position in ET in Q1 2020 and held it in 5 quarters. The position peaked at $16.1K in Q3 2024. 1,203 funds tracked by Wall St. Rank hold ET as of Q4 2024.

FSA Wealth Management reported no remaining Energy Transfer Partners position as of Q4 2024 after selling out during the quarter.
FSA Wealth Management sold 1,000 Energy Transfer Partners shares in Q4 2024, an estimated $16.1K.
FSA Wealth Management first reported a position in Energy Transfer Partners in Q1 2020 and held it in 5 quarters.
FSA Wealth Management's Energy Transfer Partners position peaked at $16.1K in Q3 2024.
1,203 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2024.

Based on FSA Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.