RWPA
NS

Richard W. Paul & Associates’s NuStar Energy L.P. NS Stock Holding History

Richard W. Paul & Associates’s Portfolio NS Stock Details NS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2
Closed -$47 – 541
2024
Q1 		$47 Hold
2
– – ﹤0.01% 505
2023
Q4 		$37 Hold
2
– – ﹤0.01% 494
2023
Q3 		$35 Hold
2
– – ﹤0.01% 502
2023
Q2 		$34 Hold
2
– – ﹤0.01% 536
2023
Q1 		$31 Hold
2
– – ﹤0.01% 543
2022
Q4 		$32 Buy
+2
New +$31 ﹤0.01% 536

Other funds holding NS

SIA
Sovereign Investment Advisors Phoenix, Arizona $472M AUM 9.63% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Richard W. Paul & Associates's NS Position: Q2 2024 in Review

Richard W. Paul & Associates sold out of NuStar Energy L.P. (NS) in Q2 2024, closing a stake of 2 shares — an estimated $47 sold.

Richard W. Paul & Associates first reported a position in NS in Q4 2022 and held it in 6 quarters. The position peaked at $47 in Q1 2024. 3 funds tracked by Wall St. Rank hold NS as of Q2 2024.

  • Richard W. Paul & Associates reported no remaining NuStar Energy L.P. position as of Q2 2024 after selling out during the quarter.
  • Richard W. Paul & Associates sold 2 NuStar Energy L.P. shares in Q2 2024, an estimated $47.
  • Richard W. Paul & Associates first reported a position in NuStar Energy L.P. in Q4 2022 and held it in 6 quarters.
  • Richard W. Paul & Associates's NuStar Energy L.P. position peaked at $47 in Q1 2024.
  • 3 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q2 2024.

Based on Richard W. Paul & Associates's 13F filing for Q2 2024, filed 23 Jul 2024.