Meridian Wealth Advisors’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Meridian Wealth Advisors’s Portfolio MMP Stock Details MMP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-6,144	Closed	-$383K	–	190
2023 Q2	$383K	Hold	6,144	–	–	0.09%	129
2023 Q1	$333K	Hold	6,144	–	–	0.08%	139
2022 Q4	$308K	Hold	6,144	–	–	0.08%	151
2022 Q3	$292K	Sell	6,144 -750	-11%	-$37.6K	0.08%	150
2022 Q2	$329K	Hold	6,894	–	–	0.09%	146
2022 Q1	$338K	Buy	6,894 +2,500	+57%	+$121K	0.08%	154
2021 Q4	$204K	Hold	4,394	–	–	0.05%	192
2021 Q3	$200K	Sell	4,394 -794	-15%	-$37.8K	0.06%	187
2021 Q2	$254K	Hold	5,188	–	–	0.07%	170
2021 Q1	$225K	Hold	5,188	–	–	0.07%	167
2020 Q4	$220K	Buy	+5,188	New	+$207K	0.08%	162
2020 Q3	–	Sell	-5,188	Closed	-$224K	–	177
2020 Q2	$224K	Buy	+5,188	New	+$219K	0.1%	151
2020 Q1	–	Sell	-5,588	Closed	-$351K	–	176
2019 Q4	$351K	Hold	5,588	–	–	0.14%	116
2019 Q3	$370K	Buy	+5,588	New	+$368K	0.16%	108
2019 Q2	–	Hold	0	–	–	–	87
2019 Q1	–	Sell	-5,588	Closed	-$338K	–	84
2018 Q4	$319K	Buy	+5,588	New	+$345K	0.24%	84

Other funds holding MMP

BFS

Bradley Foster & Sargent Hartford, Connecticut $7.06B AUM 27.24% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Payden & Rygel Los Angeles, California $1.3B AUM 32.58% 1-Year Est. Return

PRIG

Payden & Rygel Investment Group Los Angeles, California $1.24B AUM

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return

CAS

Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return

Meridian Wealth Advisors's MMP Position: Q3 2023 in Review

Meridian Wealth Advisors sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 6,144 shares — an estimated $383K sold.

Meridian Wealth Advisors first reported a position in MMP in Q4 2018 and held it in 15 quarters. The position peaked at $383K in Q2 2023. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

Meridian Wealth Advisors reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
Meridian Wealth Advisors sold 6,144 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $383K.
Meridian Wealth Advisors first reported a position in Magellan Midstream Partners, L.P. in Q4 2018 and held it in 15 quarters.
Meridian Wealth Advisors's Magellan Midstream Partners, L.P. position peaked at $383K in Q2 2023.
10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Meridian Wealth Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.