HWM
MMP

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

Heirloom 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
Q2 		– Sell
-3,881
Closed -$211K – 53
2023
Q1 		$211K Buy
+3,881
New +$206K 0.1% 45

Other funds holding MMP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Heirloom Wealth Management's MMP Position: Q2 2023 in Review

Heirloom Wealth Management sold out of Magellan Midstream Partners, L.P. (MMP) in Q2 2023, closing a stake of 3,881 shares — an estimated $211K sold.

Heirloom Wealth Management first reported a position in MMP in Q1 2023 and held it in 1 quarter. The position peaked at $211K in Q1 2023. 612 funds tracked by Wall St. Rank hold MMP as of Q2 2023.

  • Heirloom Wealth Management reported no remaining Magellan Midstream Partners, L.P. position as of Q2 2023 after selling out during the quarter.
  • Heirloom Wealth Management sold 3,881 Magellan Midstream Partners, L.P. shares in Q2 2023, an estimated $211K.
  • Heirloom Wealth Management first reported a position in Magellan Midstream Partners, L.P. in Q1 2023 and held it in 1 quarter.
  • Heirloom Wealth Management's Magellan Midstream Partners, L.P. position peaked at $211K in Q1 2023.
  • 612 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q2 2023.

Based on Heirloom Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.