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Peterson Wealth Services’s Enterprise Products Partners EPD Stock Holding History

Peterson Wealth Services’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
2022
Q4 		– Sell
-30,807
Closed -$733K – 91
2022
Q3 		$733K Buy
30,807
+7,937
+35% +$205K 0.52% 51
2022
Q2 		$557K Buy
22,870
+3,472
+18% +$91.3K 0.4% 52
2022
Q1 		$501K Buy
+19,398
New +$471K 0.31% 57

Other funds holding EPD

MB
Marquard & Bahls Hamburg, Germany $677M AUM 9.39% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Peterson Wealth Services's EPD Position: Q4 2022 in Review

Peterson Wealth Services sold out of Enterprise Products Partners (EPD) in Q4 2022, closing a stake of 30,807 shares — an estimated $733K sold.

Peterson Wealth Services first reported a position in EPD in Q1 2022 and held it in 3 quarters. The position peaked at $733K in Q3 2022. 1,174 funds tracked by Wall St. Rank hold EPD as of Q4 2022.

  • Peterson Wealth Services reported no remaining Enterprise Products Partners position as of Q4 2022 after selling out during the quarter.
  • Peterson Wealth Services sold 30,807 Enterprise Products Partners shares in Q4 2022, an estimated $733K.
  • Peterson Wealth Services first reported a position in Enterprise Products Partners in Q1 2022 and held it in 3 quarters.
  • Peterson Wealth Services's Enterprise Products Partners position peaked at $733K in Q3 2022.
  • 1,174 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2022.

Based on Peterson Wealth Services's 13F filing for Q4 2022, filed 20 Jan 2023.