Heritage Wealth Management (Arizona)’s Enterprise Products Partners EPD Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$24.6K	Buy	+1,018	New	+$25.1K	﹤0.01%	629

Other funds holding EPD

Marquard & Bahls Hamburg, Germany $677M AUM 9.39% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $3.05B AUM 42.78% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s EPD Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) opened a new position in Enterprise Products Partners (EPD) in Q4 2022: 1,018 shares worth $24.6K. The stake represents ﹤0.01% of the portfolio and ranks #629 among its holdings.

1,175 funds tracked by Wall St. Rank hold EPD as of Q4 2022.

Heritage Wealth Management (Arizona) held 1,018 shares of Enterprise Products Partners worth $24.6K as of Q4 2022.
Enterprise Products Partners was a new Heritage Wealth Management (Arizona) position in Q4 2022.
Enterprise Products Partners made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #629 holding.
1,175 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.