High Net Worth Advisory Group’s Energy Transfer Partners ET Stock Holding History

High Net Worth Advisory Group’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
2023 Q1	–	Sell	-3,452	Closed	-$41K	–	303
2022 Q4	$41K	Hold	3,452	–	–	0.02%	355
2022 Q3	$38K	Hold	3,452	–	–	0.02%	369
2022 Q2	$34K	Hold	3,452	–	–	0.01%	376
2022 Q1	$39K	Sell	3,452 -1,000	-22%	-$9.92K	0.01%	373
2021 Q4	$37K	Buy	+4,452	New	+$40.5K	0.01%	379

Other funds holding ET

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

High Net Worth Advisory Group sold out of Energy Transfer Partners (ET) in Q1 2023, closing a stake of 3,452 shares — an estimated $41K sold.

High Net Worth Advisory Group first reported a position in ET in Q4 2021 and held it in 5 quarters. The position peaked at $41K in Q4 2022. 928 funds tracked by Wall St. Rank hold ET as of Q1 2023.

High Net Worth Advisory Group reported no remaining Energy Transfer Partners position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 3,452 Energy Transfer Partners shares in Q1 2023, an estimated $41K.
High Net Worth Advisory Group first reported a position in Energy Transfer Partners in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's Energy Transfer Partners position peaked at $41K in Q4 2022.
928 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q1 2023.

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