IWA
NS

Icon Wealth Advisors’s NuStar Energy L.P. NS Stock Holding History

Icon Wealth Advisors’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
-7,279
Closed -$169K – 511
2024
Q1 		$169K Buy
7,279
+420
+6% +$9.28K 0.02% 364
2023
Q4 		$128K Buy
+6,859
New +$122K 0.01% 391

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

Icon Wealth Advisors's NS Position: Q2 2024 in Review

Icon Wealth Advisors sold out of NuStar Energy L.P. (NS) in Q2 2024, closing a stake of 7,279 shares — an estimated $169K sold.

Icon Wealth Advisors first reported a position in NS in Q4 2023 and held it in 2 quarters. The position peaked at $169K in Q1 2024. 3 funds tracked by Wall St. Rank hold NS as of Q2 2024.

  • Icon Wealth Advisors reported no remaining NuStar Energy L.P. position as of Q2 2024 after selling out during the quarter.
  • Icon Wealth Advisors sold 7,279 NuStar Energy L.P. shares in Q2 2024, an estimated $169K.
  • Icon Wealth Advisors first reported a position in NuStar Energy L.P. in Q4 2023 and held it in 2 quarters.
  • Icon Wealth Advisors's NuStar Energy L.P. position peaked at $169K in Q1 2024.
  • 3 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q2 2024.

Based on Icon Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.