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Garden State Investment Advisory Services’s Enterprise Products Partners EPD Stock Holding History

Garden State Investment Advisory Services’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
-9,895
Closed -$271K – 241
2023
Q3 		$271K Buy
9,895
+125
+1% +$3.34K 0.12% 147
2023
Q2 		$257K Buy
+9,770
New +$255K 0.1% 160

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MB
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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

Garden State Investment Advisory Services's EPD Position: Q4 2023 in Review

Garden State Investment Advisory Services sold out of Enterprise Products Partners (EPD) in Q4 2023, closing a stake of 9,895 shares — an estimated $271K sold.

Garden State Investment Advisory Services first reported a position in EPD in Q2 2023 and held it in 2 quarters. The position peaked at $271K in Q3 2023. 1,282 funds tracked by Wall St. Rank hold EPD as of Q4 2023.

  • Garden State Investment Advisory Services reported no remaining Enterprise Products Partners position as of Q4 2023 after selling out during the quarter.
  • Garden State Investment Advisory Services sold 9,895 Enterprise Products Partners shares in Q4 2023, an estimated $271K.
  • Garden State Investment Advisory Services first reported a position in Enterprise Products Partners in Q2 2023 and held it in 2 quarters.
  • Garden State Investment Advisory Services's Enterprise Products Partners position peaked at $271K in Q3 2023.
  • 1,282 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2023.

Based on Garden State Investment Advisory Services's 13F filing for Q4 2023, filed 14 Feb 2024.