IGWM
NS

ICA Group Wealth Management’s NuStar Energy L.P. NS Stock Holding History

ICA Group Wealth Management’s Portfolio NS Stock Details NS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-60
Closed -$1.4K – 1373
2024
Q1 		$1.4K Hold
60
– – ﹤0.01% 1213
2023
Q4 		$1.12K Buy
+60
New +$1.07K ﹤0.01% 1224
2023
Q3 		– Sell
-60
Closed -$1.03K – 1308
2023
Q2 		$1.03K Buy
+60
New +$981 ﹤0.01% 1192

Other funds holding NS

SIA
Sovereign Investment Advisors Phoenix, Arizona $472M AUM 9.63% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

ICA Group Wealth Management's NS Position: Q2 2024 in Review

ICA Group Wealth Management sold out of NuStar Energy L.P. (NS) in Q2 2024, closing a stake of 60 shares — an estimated $1.4K sold.

ICA Group Wealth Management first reported a position in NS in Q2 2023 and held it in 3 quarters. The position peaked at $1.4K in Q1 2024. 3 funds tracked by Wall St. Rank hold NS as of Q2 2024.

  • ICA Group Wealth Management reported no remaining NuStar Energy L.P. position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 60 NuStar Energy L.P. shares in Q2 2024, an estimated $1.4K.
  • ICA Group Wealth Management first reported a position in NuStar Energy L.P. in Q2 2023 and held it in 3 quarters.
  • ICA Group Wealth Management's NuStar Energy L.P. position peaked at $1.4K in Q1 2024.
  • 3 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.