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Heritage Wealth Management (Arizona)’s Energy Transfer Partners ET Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio ET Stock Details ET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$7.12K Buy
600
+300
+100% +$3.6K ﹤0.01% 824
2022
Q3 		$3K Hold
300
– – ﹤0.01% 818
2022
Q2 		$2.99K Hold
300
– – ﹤0.01% 841
2022
Q1 		$3K Buy
+300
New +$2.98K ﹤0.01% 851

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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Heritage Wealth Management (Arizona) increased its Energy Transfer Partners (ET) stake by 100% in Q4 2022, buying an estimated $3.6K and bringing the position to 600 shares worth $7.12K. The position accounts for ﹤0.01% of the portfolio, ranked #824.

Heritage Wealth Management (Arizona) first reported a position in ET in Q1 2022 and has held it in 4 quarters since. 912 funds tracked by Wall St. Rank hold ET as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 600 shares of Energy Transfer Partners worth $7.12K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 300 Energy Transfer Partners shares in Q4 2022, an estimated $3.6K.
  • Energy Transfer Partners made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #824 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Energy Transfer Partners in Q1 2022 and has held it in 4 quarters since.
  • 912 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q4 2022.

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