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JFG Wealth Management’s Energy Transfer Partners ET Stock Holding History

JFG Wealth Management’s Portfolio ET Stock Details ET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-18,333
Closed -$288K – 66
2024
Q1 		$288K Buy
18,333
+3,333
+22% +$48.5K 0.08% 45
2023
Q4 		$207K Buy
+15,000
New +$204K 0.06% 79

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Morgan Stanley
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Bank of America
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TCA
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FRGX
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JFG Wealth Management's ET Position: Q2 2024 in Review

JFG Wealth Management sold out of Energy Transfer Partners (ET) in Q2 2024, closing a stake of 18,333 shares — an estimated $288K sold.

JFG Wealth Management first reported a position in ET in Q4 2023 and held it in 2 quarters. The position peaked at $288K in Q1 2024. 1,077 funds tracked by Wall St. Rank hold ET as of Q2 2024.

  • JFG Wealth Management reported no remaining Energy Transfer Partners position as of Q2 2024 after selling out during the quarter.
  • JFG Wealth Management sold 18,333 Energy Transfer Partners shares in Q2 2024, an estimated $288K.
  • JFG Wealth Management first reported a position in Energy Transfer Partners in Q4 2023 and held it in 2 quarters.
  • JFG Wealth Management's Energy Transfer Partners position peaked at $288K in Q1 2024.
  • 1,077 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2024.

Based on JFG Wealth Management's 13F filing for Q2 2024, filed 1 Aug 2024.