PWLP
MMP

Prio Wealth Limited Partnership’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Prio Wealth Limited Partnership’s Portfolio MMP Stock Details MMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-3,420
Closed -$213K – 258
2023
Q2 		$213K Buy
+3,420
New +$200K 0.01% 237

Other funds holding MMP

BFS
Bradley Foster & Sargent Hartford, Connecticut $6.44B AUM 25.27% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
PR
Payden & Rygel Los Angeles, California $1.3B AUM 28.32% 1-Year Est. Return
PRIG
Payden & Rygel Investment Group Los Angeles, California $1.24B AUM
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return

Prio Wealth Limited Partnership's MMP Position: Q3 2023 in Review

Prio Wealth Limited Partnership sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 3,420 shares — an estimated $213K sold.

Prio Wealth Limited Partnership first reported a position in MMP in Q2 2023 and held it in 1 quarter. The position peaked at $213K in Q2 2023. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Prio Wealth Limited Partnership reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Prio Wealth Limited Partnership sold 3,420 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $213K.
  • Prio Wealth Limited Partnership first reported a position in Magellan Midstream Partners, L.P. in Q2 2023 and held it in 1 quarter.
  • Prio Wealth Limited Partnership's Magellan Midstream Partners, L.P. position peaked at $213K in Q2 2023.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Prio Wealth Limited Partnership's 13F filing for Q3 2023, filed 31 Oct 2023.