Iron Horse Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Iron Horse Wealth Management’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
2023 Q1	–	Sell	-237	Closed	-$6K	–	366
2022 Q4	$6K	Buy	+237	New	+$5.83K	﹤0.01%	142
2022 Q3	–	Sell	-243	Closed	-$6K	–	184
2022 Q2	$6K	Buy	243 +6	+3%	+$158	﹤0.01%	141
2022 Q1	$6K	Hold	237	–	–	﹤0.01%	150
2021 Q4	$5K	Buy	+237	New	+$5.32K	﹤0.01%	141

Other funds holding EPD

Marquard & Bahls Hamburg, Germany $677M AUM 9.39% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Iron Horse Wealth Management's EPD Position: Q1 2023 in Review

Iron Horse Wealth Management sold out of Enterprise Products Partners (EPD) in Q1 2023, closing a stake of 237 shares — an estimated $6K sold.

Iron Horse Wealth Management first reported a position in EPD in Q4 2021 and held it in 4 quarters. The position peaked at $6K in Q4 2022. 1,184 funds tracked by Wall St. Rank hold EPD as of Q1 2023.

Iron Horse Wealth Management reported no remaining Enterprise Products Partners position as of Q1 2023 after selling out during the quarter.
Iron Horse Wealth Management sold 237 Enterprise Products Partners shares in Q1 2023, an estimated $6K.
Iron Horse Wealth Management first reported a position in Enterprise Products Partners in Q4 2021 and held it in 4 quarters.
Iron Horse Wealth Management's Enterprise Products Partners position peaked at $6K in Q4 2022.
1,184 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2023.

Based on Iron Horse Wealth Management's 13F filing for Q1 2023, filed 2 May 2023.