HWM
MMP

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

BFS
Bradley Foster & Sargent Hartford, Connecticut $6.44B AUM 25.27% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
PR
Payden & Rygel Los Angeles, California $1.3B AUM 28.32% 1-Year Est. Return
PRIG
Payden & Rygel Investment Group Los Angeles, California $1.24B AUM
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 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. 11 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.
  • 11 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.