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MFA Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

MFA Wealth Advisors’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
2024
Q4 		– Sell
-1,274
Closed -$37.1K – 170
2024
Q3 		$37.1K Hold
1,274
– – 0.01% 199
2024
Q2 		$36.9K Buy
+1,274
New +$36.5K 0.01% 205

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Goldman Sachs
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MFA Wealth Advisors's EPD Position: Q4 2024 in Review

MFA Wealth Advisors sold out of Enterprise Products Partners (EPD) in Q4 2024, closing a stake of 1,274 shares — an estimated $37.1K sold.

MFA Wealth Advisors first reported a position in EPD in Q2 2024 and held it in 2 quarters. The position peaked at $37.1K in Q3 2024. 1,441 funds tracked by Wall St. Rank hold EPD as of Q4 2024.

  • MFA Wealth Advisors reported no remaining Enterprise Products Partners position as of Q4 2024 after selling out during the quarter.
  • MFA Wealth Advisors sold 1,274 Enterprise Products Partners shares in Q4 2024, an estimated $37.1K.
  • MFA Wealth Advisors first reported a position in Enterprise Products Partners in Q2 2024 and held it in 2 quarters.
  • MFA Wealth Advisors's Enterprise Products Partners position peaked at $37.1K in Q3 2024.
  • 1,441 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.