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Grey Fox Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

Grey Fox Wealth Advisors’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
Q2 		– Sell
-4,385
Closed -$114K – 231
2023
Q1 		$114K Hold
4,385
– – 0.07% 129
2022
Q4 		$106K Buy
+4,385
New +$108K 0.07% 129

Other funds holding EPD

MB
Marquard & Bahls Hamburg, Germany $677M AUM 9.39% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Grey Fox Wealth Advisors's EPD Position: Q2 2023 in Review

Grey Fox Wealth Advisors sold out of Enterprise Products Partners (EPD) in Q2 2023, closing a stake of 4,385 shares — an estimated $114K sold.

Grey Fox Wealth Advisors first reported a position in EPD in Q4 2022 and held it in 2 quarters. The position peaked at $114K in Q1 2023. 1,207 funds tracked by Wall St. Rank hold EPD as of Q2 2023.

  • Grey Fox Wealth Advisors reported no remaining Enterprise Products Partners position as of Q2 2023 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 4,385 Enterprise Products Partners shares in Q2 2023, an estimated $114K.
  • Grey Fox Wealth Advisors first reported a position in Enterprise Products Partners in Q4 2022 and held it in 2 quarters.
  • Grey Fox Wealth Advisors's Enterprise Products Partners position peaked at $114K in Q1 2023.
  • 1,207 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2023.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.