NEIRG Wealth Management’s Enterprise Products Partners EPD Stock Holding History

NEIRG Wealth Management’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
2023 Q3	–	Sell	-38,254	Closed	-$1.01M	–	34
2023 Q2	$1.01M	Sell	38,254 -5,127	-12%	-$134K	0.19%	74
2023 Q1	$1.12M	Buy	43,381 +3,634	+9%	+$93.3K	0.19%	79
2022 Q4	$959K	Buy	39,747 +5,833	+17%	+$144K	0.18%	91
2022 Q3	$806K	Buy	+33,914	New	+$875K	0.16%	95

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Marquard & Bahls Hamburg, Germany $677M AUM 9.39% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

NEIRG Wealth Management's EPD Position: Q3 2023 in Review

NEIRG Wealth Management sold out of Enterprise Products Partners (EPD) in Q3 2023, closing a stake of 38,254 shares — an estimated $1.01M sold.

NEIRG Wealth Management first reported a position in EPD in Q3 2022 and held it in 4 quarters. The position peaked at $1.12M in Q1 2023. 1,218 funds tracked by Wall St. Rank hold EPD as of Q3 2023.

NEIRG Wealth Management reported no remaining Enterprise Products Partners position as of Q3 2023 after selling out during the quarter.
NEIRG Wealth Management sold 38,254 Enterprise Products Partners shares in Q3 2023, an estimated $1.01M.
NEIRG Wealth Management first reported a position in Enterprise Products Partners in Q3 2022 and held it in 4 quarters.
NEIRG Wealth Management's Enterprise Products Partners position peaked at $1.12M in Q1 2023.
1,218 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2023.

Based on NEIRG Wealth Management's 13F filing for Q3 2023.