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Global Wealth Management Investment Advisory’s Enterprise Products Partners EPD Stock Holding History

Global Wealth Management Investment Advisory’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
2024
Q1 		– Sell
-600
Closed -$15.8K – 235
2023
Q4 		$15.8K Hold
600
– – ﹤0.01% 267
2023
Q3 		$16.4K Hold
600
– – ﹤0.01% 262
2023
Q2 		$15.8K Buy
+600
New +$15.7K ﹤0.01% 267
2021
Q4 		– Sell
-800
Closed -$17K – 466
2021
Q3 		$17K Sell
800
-200
-20% -$4.54K 0.01% 272
2021
Q2 		$24K Hold
1,000
– – 0.01% 237
2021
Q1 		$22K Sell
1,000
-1,183
-54% -$26K 0.01% 239
2020
Q4 		$43K Buy
2,183
+28
+1% +$521 0.02% 192
2020
Q3 		$34K Sell
2,155
-273
-11% -$4.78K 0.01% 197
2020
Q2 		$44K Sell
2,428
-1,102
-31% -$19.7K 0.02% 202
2020
Q1 		$50K Sell
3,530
-82
-2% -$1.91K 0.03% 168
2019
Q4 		$102K Sell
3,612
-195
-5% -$5.29K 0.04% 145
2019
Q3 		$109K Buy
3,807
+559
+17% +$16.3K 0.05% 127
2019
Q2 		$94K Buy
3,248
+1,048
+48% +$30.2K 0.05% 140
2019
Q1 		$64K Hold
2,200
– – 0.03% 183
2018
Q4 		$54K Buy
+2,200
New +$58.9K 0.03% 213

Other funds holding EPD

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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Global Wealth Management Investment Advisory's EPD Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Enterprise Products Partners (EPD) in Q1 2024, closing a stake of 600 shares — an estimated $15.8K sold.

Global Wealth Management Investment Advisory first reported a position in EPD in Q4 2018 and held it in 15 quarters. The position peaked at $109K in Q3 2019. 1,320 funds tracked by Wall St. Rank hold EPD as of Q1 2024.

  • Global Wealth Management Investment Advisory reported no remaining Enterprise Products Partners position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 600 Enterprise Products Partners shares in Q1 2024, an estimated $15.8K.
  • Global Wealth Management Investment Advisory first reported a position in Enterprise Products Partners in Q4 2018 and held it in 15 quarters.
  • Global Wealth Management Investment Advisory's Enterprise Products Partners position peaked at $109K in Q3 2019.
  • 1,320 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.