IWA
MMP

Icon Wealth Advisors’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Icon Wealth Advisors’s Portfolio MMP Stock Details MMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$3.43M Sell
68,363
-2,844
-4% -$144K 0.39% 65
2022
Q3 		$3.38M Buy
+71,207
New +$3.57M 0.41% 58

Other funds holding MMP

CSA
Cottage Street Advisors Marion, Massachusetts $231M AUM 24.51% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Icon Wealth Advisors's MMP Position: Q4 2022 in Review

Icon Wealth Advisors reduced its Magellan Midstream Partners, L.P. (MMP) stake by 4% in Q4 2022, selling an estimated $144K and leaving 68,363 shares worth $3.43M. The position accounts for 0.39% of the portfolio, ranked #65.

Icon Wealth Advisors first reported a position in MMP in Q3 2022 and has held it in 2 quarters since. 629 funds tracked by Wall St. Rank hold MMP as of Q4 2022.

  • Icon Wealth Advisors held 68,363 shares of Magellan Midstream Partners, L.P. worth $3.43M as of Q4 2022.
  • Icon Wealth Advisors sold 2,844 Magellan Midstream Partners, L.P. shares in Q4 2022, an estimated $144K.
  • Magellan Midstream Partners, L.P. made up 0.39% of Icon Wealth Advisors's portfolio in Q4 2022, its #65 holding.
  • Icon Wealth Advisors first reported a position in Magellan Midstream Partners, L.P. in Q3 2022 and has held it in 2 quarters since.
  • 629 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q4 2022.

Based on Icon Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.