Gradient Investments’s NGL Energy Partners NGL Stock Holding History

Gradient Investments’s Portfolio NGL Stock Details NGL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,000	Closed	-$5.57K	–	1620
2023 Q4	$5.57K	Hold	1,000	–	–	﹤0.01%	970
2023 Q3	$3.87K	Hold	1,000	–	–	﹤0.01%	1014
2023 Q2	$3.89K	Hold	1,000	–	–	﹤0.01%	1010
2023 Q1	$2.9K	Hold	1,000	–	–	﹤0.01%	1054
2022 Q4	$1.21K	Hold	1,000	–	–	﹤0.01%	1164
2022 Q3	$1K	Hold	1,000	–	–	﹤0.01%	1261
2022 Q2	$2K	Hold	1,000	–	–	﹤0.01%	1056
2022 Q1	$2K	Hold	1,000	–	–	﹤0.01%	1046
2021 Q4	$2K	Hold	1,000	–	–	﹤0.01%	1075
2021 Q3	$2K	Hold	1,000	–	–	﹤0.01%	1014
2021 Q2	$2K	Hold	1,000	–	–	﹤0.01%	1001
2021 Q1	$2K	Hold	1,000	–	–	﹤0.01%	1014
2020 Q4	$4K	Hold	1,000	–	–	﹤0.01%	851
2020 Q3	$4K	Hold	1,000	–	–	﹤0.01%	857
2020 Q2	$4K	Hold	1,000	–	–	﹤0.01%	787
2020 Q1	$3K	Hold	1,000	–	–	﹤0.01%	866
2019 Q4	$11K	Sell	1,000 -46,774	-98%	-$521K	﹤0.01%	674
2019 Q3	$665K	Hold	47,774	–	–	0.03%	209
2019 Q2	$706K	Buy	47,774 +4,775	+11%	+$68.5K	0.04%	208
2019 Q1	$603K	Hold	42,999	–	–	0.04%	171
2018 Q4	$412K	Buy	42,999 +41,999	+4,200%	+$430K	0.02%	192
2018 Q3	$12K	Hold	1,000	–	–	﹤0.01%	598
2018 Q2	$13K	Hold	1,000	–	–	﹤0.01%	565
2018 Q1	$11K	Hold	1,000	–	–	﹤0.01%	610
2017 Q4	$14K	Buy	+1,000	New	+$12.4K	﹤0.01%	534
2017 Q3	–	Sell	-1,000	Closed	-$14K	–	539
2017 Q2	$14K	Hold	1,000	–	–	﹤0.01%	437
2017 Q1	$23K	Hold	1,000	–	–	﹤0.01%	387
2016 Q4	$21K	Hold	1,000	–	–	﹤0.01%	353
2016 Q3	$19K	Buy	+1,000	New	+$18.4K	﹤0.01%	360

Other funds holding NGL

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Gradient Investments's NGL Position: Q1 2024 in Review

Gradient Investments sold out of NGL Energy Partners (NGL) in Q1 2024, closing a stake of 1,000 shares — an estimated $5.57K sold.

Gradient Investments first reported a position in NGL in Q3 2016 and held it in 29 quarters. The position peaked at $706K in Q2 2019. 89 funds tracked by Wall St. Rank hold NGL as of Q1 2024.

Gradient Investments reported no remaining NGL Energy Partners position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 1,000 NGL Energy Partners shares in Q1 2024, an estimated $5.57K.
Gradient Investments first reported a position in NGL Energy Partners in Q3 2016 and held it in 29 quarters.
Gradient Investments's NGL Energy Partners position peaked at $706K in Q2 2019.
89 funds tracked by Wall St. Rank held NGL Energy Partners as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.