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Professional Financial Advisors’s Enterprise Products Partners EPD Stock Holding History

Professional Financial Advisors’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
-795
Closed -$19K – 194
2022
Q3 		$19K Hold
795
– – 0.01% 226
2022
Q2 		$19K Hold
795
– – 0.01% 233
2022
Q1 		$21K Hold
795
– – 0.01% 235
2021
Q4 		$17K Hold
795
– – 0.01% 265
2021
Q3 		$17K Hold
795
– – 0.01% 220
2021
Q2 		$19K Hold
795
– – 0.01% 218
2021
Q1 		$18K Hold
795
– – 0.01% 201
2020
Q4 		$16K Hold
795
– – 0.01% 206
2020
Q3 		$13K Buy
+795
New +$13.9K 0.01% 203

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

Professional Financial Advisors's EPD Position: Q4 2022 in Review

Professional Financial Advisors sold out of Enterprise Products Partners (EPD) in Q4 2022, closing a stake of 795 shares — an estimated $19K sold.

Professional Financial Advisors first reported a position in EPD in Q3 2020 and held it in 9 quarters. The position peaked at $21K in Q1 2022. 1,174 funds tracked by Wall St. Rank hold EPD as of Q4 2022.

  • Professional Financial Advisors reported no remaining Enterprise Products Partners position as of Q4 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 795 Enterprise Products Partners shares in Q4 2022, an estimated $19K.
  • Professional Financial Advisors first reported a position in Enterprise Products Partners in Q3 2020 and held it in 9 quarters.
  • Professional Financial Advisors's Enterprise Products Partners position peaked at $21K in Q1 2022.
  • 1,174 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.