Level Financial Advisors’s NuStar Energy L.P. NS Stock Holding History

Level Financial Advisors’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
2022 Q1	–	Sell	-110	Closed	-$2K	–	291
2021 Q4	$2K	Buy	+110	New	+$1.71K	﹤0.01%	244

Other funds holding NS

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ICA

Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Level Financial Advisors's NS Position: Q1 2022 in Review

Level Financial Advisors sold out of NuStar Energy L.P. (NS) in Q1 2022, closing a stake of 110 shares — an estimated $2K sold.

Level Financial Advisors first reported a position in NS in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 145 funds tracked by Wall St. Rank hold NS as of Q1 2022.

Level Financial Advisors reported no remaining NuStar Energy L.P. position as of Q1 2022 after selling out during the quarter.
Level Financial Advisors sold 110 NuStar Energy L.P. shares in Q1 2022, an estimated $2K.
Level Financial Advisors first reported a position in NuStar Energy L.P. in Q4 2021 and held it in 1 quarter.
Level Financial Advisors's NuStar Energy L.P. position peaked at $2K in Q4 2021.
145 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q1 2022.

Based on Level Financial Advisors's 13F filing for Q1 2022, filed 8 Apr 2022.