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MinichMacGregor Wealth Management’s Delek Logistics DKL Stock Holding History

MinichMacGregor Wealth Management’s Portfolio DKL Stock Details DKL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-628
Closed -$28.4K – 229
2022
Q4 		$28.4K Buy
+628
New +$32.1K 0.01% 246

Other funds holding DKL

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MinichMacGregor Wealth Management's DKL Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Delek Logistics (DKL) in Q1 2023, closing a stake of 628 shares — an estimated $28.4K sold.

MinichMacGregor Wealth Management first reported a position in DKL in Q4 2022 and held it in 1 quarter. The position peaked at $28.4K in Q4 2022. 55 funds tracked by Wall St. Rank hold DKL as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining Delek Logistics position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 628 Delek Logistics shares in Q1 2023, an estimated $28.4K.
  • MinichMacGregor Wealth Management first reported a position in Delek Logistics in Q4 2022 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's Delek Logistics position peaked at $28.4K in Q4 2022.
  • 55 funds tracked by Wall St. Rank held Delek Logistics as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.