HB Wealth Management’s Magellan Midstream Partners, L.P. MMP Stock Holding History

HB Wealth Management’s Portfolio MMP Stock Details MMP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-22,852	Closed	-$1.42M	–	792
2023 Q2	$1.42M	Sell	22,852 -71	-0.3%	-$4.14K	0.02%	246
2023 Q1	$1.24M	Buy	22,923 +194	+0.9%	+$10.3K	0.02%	256
2022 Q4	$1.14M	Buy	22,729 +93	+0.4%	+$4.72K	0.02%	266
2022 Q3	$1.07M	Sell	22,636 -5,835	-20%	-$293K	0.02%	246
2022 Q2	$1.36M	Sell	28,471 -8,797	-24%	-$439K	0.03%	215
2022 Q1	$1.83M	Buy	37,268 +5,918	+19%	+$286K	0.03%	193
2021 Q4	$1.46M	Buy	+31,350	New	+$1.48M	0.03%	192

Other funds holding MMP

Bradley Foster & Sargent Hartford, Connecticut $7.06B AUM 27.24% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Payden & Rygel Los Angeles, California $1.3B AUM 32.58% 1-Year Est. Return

PRIG

Payden & Rygel Investment Group Los Angeles, California $1.24B AUM

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return

CAS

Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return

HB Wealth Management's MMP Position: Q3 2023 in Review

HB Wealth Management sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 22,852 shares — an estimated $1.42M sold.

HB Wealth Management first reported a position in MMP in Q4 2021 and held it in 7 quarters. The position peaked at $1.83M in Q1 2022. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

HB Wealth Management reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
HB Wealth Management sold 22,852 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $1.42M.
HB Wealth Management first reported a position in Magellan Midstream Partners, L.P. in Q4 2021 and held it in 7 quarters.
HB Wealth Management's Magellan Midstream Partners, L.P. position peaked at $1.83M in Q1 2022.
10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on HB Wealth Management's 13F filing for Q3 2023, filed 13 Oct 2023.