Outlook Wealth Advisors’s Cheniere Energy LNG Stock Holding History

Outlook Wealth Advisors’s Portfolio LNG Stock Details LNG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-3,375	Closed	-$514K	–	208
2023 Q2	$514K	Buy	3,375 +1,212	+56%	+$179K	0.19%	126
2023 Q1	$341K	Buy	2,163 +84	+4%	+$12.7K	0.15%	140
2022 Q4	$312K	Buy	2,079 +2	+0.1%	+$335	0.15%	129
2022 Q3	$345K	Buy	+2,077	New	+$315K	0.15%	137

Other funds holding LNG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Outlook Wealth Advisors's LNG Position: Q3 2023 in Review

Outlook Wealth Advisors sold out of Cheniere Energy (LNG) in Q3 2023, closing a stake of 3,375 shares — an estimated $514K sold.

Outlook Wealth Advisors first reported a position in LNG in Q3 2022 and held it in 4 quarters. The position peaked at $514K in Q2 2023. 921 funds tracked by Wall St. Rank hold LNG as of Q3 2023.

Outlook Wealth Advisors reported no remaining Cheniere Energy position as of Q3 2023 after selling out during the quarter.
Outlook Wealth Advisors sold 3,375 Cheniere Energy shares in Q3 2023, an estimated $514K.
Outlook Wealth Advisors first reported a position in Cheniere Energy in Q3 2022 and held it in 4 quarters.
Outlook Wealth Advisors's Cheniere Energy position peaked at $514K in Q2 2023.
921 funds tracked by Wall St. Rank held Cheniere Energy as of Q3 2023.

Based on Outlook Wealth Advisors's 13F filing for Q3 2023, filed 10 Oct 2023.