IFAM
NS

Institutional & Family Asset Management’s NuStar Energy L.P. NS Stock Holding History

Institutional & Family Asset 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
-33,846
Closed -$788K – 793
2024
Q1 		$788K Hold
33,846
– – 0.13% 105
2023
Q4 		$632K Hold
33,846
– – 0.1% 113
2023
Q3 		$590K Hold
33,846
– – 0.1% 107
2023
Q2 		$580K Hold
33,846
– – 0.09% 110
2023
Q1 		$529K Buy
33,846
+12,281
+57% +$200K 0.09% 115
2022
Q4 		$345K Hold
21,565
– – 0.06% 121
2022
Q3 		$291K Hold
21,565
– – 0.05% 124
2022
Q2 		$302K Hold
21,565
– – 0.05% 120
2022
Q1 		$311K Hold
21,565
– – 0.05% 128
2021
Q4 		$342K Hold
21,565
– – 0.05% 132
2021
Q3 		$339K Hold
21,565
– – 0.05% 141
2021
Q2 		$389K Buy
21,565
+6,226
+41% +$115K 0.06% 135
2021
Q1 		$262K Sell
15,339
-5,200
-25% -$88.4K 0.05% 156
2020
Q4 		$296K Buy
20,539
+1,094
+6% +$14K 0.06% 145
2020
Q3 		$207K Hold
19,445
– – 0.05% 165
2020
Q2 		$278K Hold
19,445
– – 0.06% 145
2020
Q1 		$167K Buy
+19,445
New +$423K 0.04% 163

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

Institutional & Family Asset Management's NS Position: Q2 2024 in Review

Institutional & Family Asset Management sold out of NuStar Energy L.P. (NS) in Q2 2024, closing a stake of 33,846 shares — an estimated $788K sold.

Institutional & Family Asset Management first reported a position in NS in Q1 2020 and held it in 17 quarters. The position peaked at $788K in Q1 2024. 3 funds tracked by Wall St. Rank hold NS as of Q2 2024.

  • Institutional & Family Asset Management reported no remaining NuStar Energy L.P. position as of Q2 2024 after selling out during the quarter.
  • Institutional & Family Asset Management sold 33,846 NuStar Energy L.P. shares in Q2 2024, an estimated $788K.
  • Institutional & Family Asset Management first reported a position in NuStar Energy L.P. in Q1 2020 and held it in 17 quarters.
  • Institutional & Family Asset Management's NuStar Energy L.P. position peaked at $788K in Q1 2024.
  • 3 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.