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Pacific Capital Wealth Advisors’s Cheniere Energy LNG Stock Holding History

Pacific Capital 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
2024
Q2 		– Sell
-7
Closed -$1.13K – 624
2024
Q1 		$1.13K Buy
+7
New +$1.13K ﹤0.01% 473

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Pacific Capital Wealth Advisors's LNG Position: Q2 2024 in Review

Pacific Capital Wealth Advisors sold out of Cheniere Energy (LNG) in Q2 2024, closing a stake of 7 shares — an estimated $1.13K sold.

Pacific Capital Wealth Advisors first reported a position in LNG in Q1 2024 and held it in 1 quarter. The position peaked at $1.13K in Q1 2024. 988 funds tracked by Wall St. Rank hold LNG as of Q2 2024.

  • Pacific Capital Wealth Advisors reported no remaining Cheniere Energy position as of Q2 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 7 Cheniere Energy shares in Q2 2024, an estimated $1.13K.
  • Pacific Capital Wealth Advisors first reported a position in Cheniere Energy in Q1 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's Cheniere Energy position peaked at $1.13K in Q1 2024.
  • 988 funds tracked by Wall St. Rank held Cheniere Energy as of Q2 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.