High Net Worth Advisory Group’s Enterprise Products Partners EPD Stock Holding History

High Net Worth Advisory Group’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
2023 Q1	–	Sell	-500	Closed	-$12.1K	–	298
2022 Q4	$12.1K	Hold	500	–	–	﹤0.01%	485
2022 Q3	$12K	Hold	500	–	–	0.01%	509
2022 Q2	$12K	Hold	500	–	–	0.01%	506
2022 Q1	$13K	Hold	500	–	–	﹤0.01%	497
2021 Q4	$11K	Buy	+500	New	+$11.2K	﹤0.01%	527

Other funds holding EPD

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

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

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

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

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

High Net Worth Advisory Group's EPD Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Enterprise Products Partners (EPD) in Q1 2023, closing a stake of 500 shares — an estimated $12.1K sold.

High Net Worth Advisory Group first reported a position in EPD in Q4 2021 and held it in 5 quarters. The position peaked at $13K in Q1 2022. 1,182 funds tracked by Wall St. Rank hold EPD as of Q1 2023.

High Net Worth Advisory Group reported no remaining Enterprise Products Partners position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 500 Enterprise Products Partners shares in Q1 2023, an estimated $12.1K.
High Net Worth Advisory Group first reported a position in Enterprise Products Partners in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's Enterprise Products Partners position peaked at $13K in Q1 2022.
1,182 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.