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Legacy Wealth Planning’s Enterprise Products Partners EPD Stock Holding History

Legacy Wealth Planning’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
2022
Q3 		– Sell
-9,681
Closed -$236K – 90
2022
Q2 		$236K Hold
9,681
– – 0.34% 71
2022
Q1 		$250K Hold
9,681
– – 0.29% 75
2021
Q4 		$213K Sell
9,681
-340
-3% -$7.63K 0.24% 89
2021
Q3 		$217K Hold
10,021
– – 0.24% 88
2021
Q2 		$242K Hold
10,021
– – 0.28% 81
2021
Q1 		$221K Hold
10,021
– – 0.28% 81
2020
Q4 		$196K Hold
10,021
– – 0.25% 81
2020
Q3 		$158K Hold
10,021
– – 0.18% 75
2020
Q2 		$182K Hold
10,021
– – 0.22% 74
2020
Q1 		$143K Buy
10,021
+180
+2% +$4.18K 0.23% 68
2019
Q4 		$277K Buy
+9,841
New +$267K 0.31% 56

Other funds holding EPD

Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
MB
Marquard & Bahls Hamburg, Germany $677M AUM 9.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Legacy Wealth Planning's EPD Position: Q3 2022 in Review

Legacy Wealth Planning sold out of Enterprise Products Partners (EPD) in Q3 2022, closing a stake of 9,681 shares — an estimated $236K sold.

Legacy Wealth Planning first reported a position in EPD in Q4 2019 and held it in 11 quarters. The position peaked at $277K in Q4 2019. 1,129 funds tracked by Wall St. Rank hold EPD as of Q3 2022.

  • Legacy Wealth Planning reported no remaining Enterprise Products Partners position as of Q3 2022 after selling out during the quarter.
  • Legacy Wealth Planning sold 9,681 Enterprise Products Partners shares in Q3 2022, an estimated $236K.
  • Legacy Wealth Planning first reported a position in Enterprise Products Partners in Q4 2019 and held it in 11 quarters.
  • Legacy Wealth Planning's Enterprise Products Partners position peaked at $277K in Q4 2019.
  • 1,129 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2022.

Based on Legacy Wealth Planning's 13F filing for Q3 2022, filed 10 Nov 2022.