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Moneta Group Investment Advisors’s NGL Energy Partners NGL Stock Holding History

Moneta Group Investment Advisors’s Portfolio NGL Stock Details NGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-22,158
Closed -$85.8K – 574
2023
Q3 		$85.8K Hold
22,158
– – ﹤0.01% 509
2023
Q2 		$86.2K Hold
22,158
– – ﹤0.01% 529
2023
Q1 		$64.3K Buy
+22,158
New +$52.3K ﹤0.01% 521

Other funds holding NGL

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Moneta Group Investment Advisors's NGL Position: Q4 2023 in Review

Moneta Group Investment Advisors sold out of NGL Energy Partners (NGL) in Q4 2023, closing a stake of 22,158 shares — an estimated $85.8K sold.

Moneta Group Investment Advisors first reported a position in NGL in Q1 2023 and held it in 3 quarters. The position peaked at $86.2K in Q2 2023. 94 funds tracked by Wall St. Rank hold NGL as of Q4 2023.

  • Moneta Group Investment Advisors reported no remaining NGL Energy Partners position as of Q4 2023 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 22,158 NGL Energy Partners shares in Q4 2023, an estimated $85.8K.
  • Moneta Group Investment Advisors first reported a position in NGL Energy Partners in Q1 2023 and held it in 3 quarters.
  • Moneta Group Investment Advisors's NGL Energy Partners position peaked at $86.2K in Q2 2023.
  • 94 funds tracked by Wall St. Rank held NGL Energy Partners as of Q4 2023.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.