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Janiczek Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Janiczek 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
2024
Q2 		$89.8K Hold
3,100
– – 0.02% 297
2024
Q1 		$90.5K Hold
3,100
– – 0.02% 313
2023
Q4 		$81.7K Hold
3,100
– – 0.02% 304
2023
Q3 		$84.8K Buy
+3,100
New +$82.9K 0.02% 272
2019
Q1 		– Hold
0
– – – 121
2018
Q4 		– Hold
0
– – – 121
2018
Q3 		– Hold
0
– – – 104
2018
Q2 		– Hold
0
– – – 101

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

Janiczek Wealth Management's EPD Position: Q2 2024 in Review

Janiczek Wealth Management held its Enterprise Products Partners (EPD) position steady in Q2 2024 at 3,100 shares worth $89.8K. The position accounts for 0.02% of the portfolio, ranked #297.

Janiczek Wealth Management first reported a position in EPD in Q3 2023 and has held it in 4 quarters since. The position peaked at $90.5K in Q1 2024. 1,322 funds tracked by Wall St. Rank hold EPD as of Q2 2024.

  • Janiczek Wealth Management held 3,100 shares of Enterprise Products Partners worth $89.8K as of Q2 2024.
  • Janiczek Wealth Management left its Enterprise Products Partners share count unchanged in Q2 2024.
  • Enterprise Products Partners made up 0.02% of Janiczek Wealth Management's portfolio in Q2 2024, its #297 holding.
  • Janiczek Wealth Management first reported a position in Enterprise Products Partners in Q3 2023 and has held it in 4 quarters since.
  • Janiczek Wealth Management's Enterprise Products Partners position peaked at $90.5K in Q1 2024.
  • 1,322 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.