Icon Wealth Partners’s MPLX MPLX Stock Holding History

Icon Wealth Partners’s Portfolio MPLX Stock Details MPLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$253K	Buy	7,114 +85	+1%	+$2.97K	0.03%	253
2023 Q2	$239K	Buy	7,029 +198	+3%	+$6.76K	0.03%	291
2023 Q1	$235K	Buy	+6,831	New	+$235K	0.03%	295
2021 Q4	–	Sell	-8,455	Closed	-$241K	–	335
2021 Q3	$241K	Hold	8,455	–	–	0.03%	317
2021 Q2	$250K	Sell	8,455 -338	-4%	-$9.57K	0.03%	323
2021 Q1	$225K	Buy	+8,793	New	+$216K	0.03%	309
2020 Q2	–	Sell	-10,213	Closed	-$119K	–	265
2020 Q1	$119K	Buy	10,213 +570	+6%	+$11.7K	0.05%	149
2019 Q4	$246K	Sell	9,643 -17,899	-65%	-$456K	0.08%	147
2019 Q3	$771K	Buy	27,542 +1,494	+6%	+$43.8K	0.26%	54
2019 Q2	$838K	Buy	26,048 +597	+2%	+$19K	0.3%	47
2019 Q1	$837K	Buy	25,451 +5,662	+29%	+$190K	0.31%	45
2018 Q4	$600K	Sell	19,789 -6,993	-26%	-$233K	0.29%	55
2018 Q3	$929K	Buy	26,782 +1,213	+5%	+$43.4K	0.39%	47
2018 Q2	$873K	Sell	25,569 -1,718	-6%	-$59.8K	0.37%	44
2018 Q1	$902K	Buy	27,287 +305	+1%	+$10.9K	0.48%	49
2017 Q4	$957K	Buy	+26,982	New	+$950K	0.47%	50

Other funds holding MPLX

Blackstone Inc New York $25.6B AUM 26.83% 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

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

TCA

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

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Icon Wealth Partners's MPLX Position: Q3 2023 in Review

Icon Wealth Partners increased its MPLX (MPLX) stake by 1.2% in Q3 2023, buying an estimated $2.97K and bringing the position to 7,114 shares worth $253K. The position accounts for 0.03% of the portfolio, ranked #253.

Icon Wealth Partners first reported a position in MPLX in Q4 2017 and has held it in 16 quarters since. The position peaked at $957K in Q4 2017. 397 funds tracked by Wall St. Rank hold MPLX as of Q3 2023.

Icon Wealth Partners held 7,114 shares of MPLX worth $253K as of Q3 2023.
Icon Wealth Partners bought 85 MPLX shares in Q3 2023, an estimated $2.97K.
MPLX made up 0.03% of Icon Wealth Partners's portfolio in Q3 2023, its #253 holding.
Icon Wealth Partners first reported a position in MPLX in Q4 2017 and has held it in 16 quarters since.
Icon Wealth Partners's MPLX position peaked at $957K in Q4 2017.
397 funds tracked by Wall St. Rank held MPLX as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.