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Insight Advisors’s Enterprise Products Partners EPD Stock Holding History

Insight Advisors’s Portfolio EPD Stock Details EPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-15,555
Closed -$454K – 296
2024
Q1 		$454K Sell
15,555
-100
-0.6% -$2.75K 0.09% 174
2023
Q4 		$413K Hold
15,655
– – 0.09% 169
2023
Q3 		$428K Sell
15,655
-186
-1% -$4.97K 0.1% 157
2023
Q2 		$417K Hold
15,841
– – 0.09% 166
2023
Q1 		$410K Buy
15,841
+100
+0.6% +$2.57K 0.1% 181
2022
Q4 		$381K Buy
15,741
+155
+1% +$3.82K 0.13% 202
2022
Q3 		$371K Sell
15,586
-1,388
-8% -$35.8K 0.15% 181
2022
Q2 		$437K Hold
16,974
– – 0.15% 173
2022
Q1 		$438K Sell
16,974
-5,054
-23% -$123K 0.13% 196
2021
Q4 		$484K Hold
22,028
– – 0.14% 174
2021
Q3 		$493K Hold
22,028
– – 0.15% 175
2021
Q2 		$492K Buy
22,028
+5,000
+29% +$118K 0.15% 174
2021
Q1 		$392K Buy
+17,028
New +$374K 0.12% 212

Other funds holding EPD

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Insight Advisors's EPD Position: Q2 2024 in Review

Insight Advisors sold out of Enterprise Products Partners (EPD) in Q2 2024, closing a stake of 15,555 shares — an estimated $454K sold.

Insight Advisors first reported a position in EPD in Q1 2021 and held it in 13 quarters. The position peaked at $493K in Q3 2021. 1,322 funds tracked by Wall St. Rank hold EPD as of Q2 2024.

  • Insight Advisors reported no remaining Enterprise Products Partners position as of Q2 2024 after selling out during the quarter.
  • Insight Advisors sold 15,555 Enterprise Products Partners shares in Q2 2024, an estimated $454K.
  • Insight Advisors first reported a position in Enterprise Products Partners in Q1 2021 and held it in 13 quarters.
  • Insight Advisors's Enterprise Products Partners position peaked at $493K in Q3 2021.
  • 1,322 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2024.

Based on Insight Advisors's 13F filing for Q2 2024, filed 15 Jul 2024.