LC
NS

Lindbrook Capital’s NuStar Energy L.P. NS Stock Holding History

Lindbrook Capital’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
2024
Q2 		– Sell
-20,601
Closed -$479K – 2861
2024
Q1 		$479K Buy
20,601
+3,949
+24% +$87.3K 0.04% 223
2023
Q4 		$311K Sell
16,652
-1,271
-7% -$22.7K 0.03% 270
2023
Q3 		$313K Buy
+17,923
New +$305K 0.04% 240

Other funds holding NS

SIA
Sovereign Investment Advisors Phoenix, Arizona $472M AUM 9.63% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Lindbrook Capital's NS Position: Q2 2024 in Review

Lindbrook Capital sold out of NuStar Energy L.P. (NS) in Q2 2024, closing a stake of 20,601 shares — an estimated $479K sold.

Lindbrook Capital first reported a position in NS in Q3 2023 and held it in 3 quarters. The position peaked at $479K in Q1 2024. 3 funds tracked by Wall St. Rank hold NS as of Q2 2024.

  • Lindbrook Capital reported no remaining NuStar Energy L.P. position as of Q2 2024 after selling out during the quarter.
  • Lindbrook Capital sold 20,601 NuStar Energy L.P. shares in Q2 2024, an estimated $479K.
  • Lindbrook Capital first reported a position in NuStar Energy L.P. in Q3 2023 and held it in 3 quarters.
  • Lindbrook Capital's NuStar Energy L.P. position peaked at $479K in Q1 2024.
  • 3 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q2 2024.

Based on Lindbrook Capital's 13F filing for Q2 2024, filed 31 Jul 2024.