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Planned Solutions’s Enterprise Products Partners EPD Stock Holding History

Planned Solutions’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
2024
Q4 		– Sell
-828
Closed -$24.1K – 262
2024
Q3 		$24.1K Buy
+828
New +$24.2K 0.01% 371
2024
Q1 		– Sell
-828
Closed -$21.8K – 221
2023
Q4 		$21.8K Buy
+828
New +$22.1K 0.01% 364
2021
Q1 		– Sell
-2,300
Closed -$45K – 163
2020
Q4 		$45K Buy
2,300
+2,000
+667% +$37.2K 0.04% 216
2020
Q3 		$5K Buy
+300
New +$5.26K ﹤0.01% 278

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Planned Solutions's EPD Position: Q4 2024 in Review

Planned Solutions sold out of Enterprise Products Partners (EPD) in Q4 2024, closing a stake of 828 shares — an estimated $24.1K sold.

Planned Solutions first reported a position in EPD in Q3 2020 and held it in 4 quarters. The position peaked at $45K in Q4 2020. 1,441 funds tracked by Wall St. Rank hold EPD as of Q4 2024.

  • Planned Solutions reported no remaining Enterprise Products Partners position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 828 Enterprise Products Partners shares in Q4 2024, an estimated $24.1K.
  • Planned Solutions first reported a position in Enterprise Products Partners in Q3 2020 and held it in 4 quarters.
  • Planned Solutions's Enterprise Products Partners position peaked at $45K in Q4 2020.
  • 1,441 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.