PFS
HEP

Prospera Financial Services’s Holly Energy Partners, L.P. HEP Stock Holding History

Prospera Financial Services’s Portfolio HEP Stock Details HEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,000
Closed -$18K – 2727
2022
Q1 		$18K Buy
+1,000
New +$17.7K ﹤0.01% 1784

Other funds holding HEP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Prospera Financial Services's HEP Position: Q2 2022 in Review

Prospera Financial Services sold out of Holly Energy Partners, L.P. (HEP) in Q2 2022, closing a stake of 1,000 shares — an estimated $18K sold.

Prospera Financial Services first reported a position in HEP in Q1 2022 and held it in 1 quarter. The position peaked at $18K in Q1 2022. 93 funds tracked by Wall St. Rank hold HEP as of Q2 2022.

  • Prospera Financial Services reported no remaining Holly Energy Partners, L.P. position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 1,000 Holly Energy Partners, L.P. shares in Q2 2022, an estimated $18K.
  • Prospera Financial Services first reported a position in Holly Energy Partners, L.P. in Q1 2022 and held it in 1 quarter.
  • Prospera Financial Services's Holly Energy Partners, L.P. position peaked at $18K in Q1 2022.
  • 93 funds tracked by Wall St. Rank held Holly Energy Partners, L.P. as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.