Rise Advisors’s Enterprise Products Partners EPD Stock Holding History

Rise 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
2024 Q1	–	Sell	-200	Closed	-$5.27K	–	1273
2023 Q4	$5.27K	Buy	+200	New	+$5.33K	﹤0.01%	375

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Rise Advisors's EPD Position: Q1 2024 in Review

Rise Advisors sold out of Enterprise Products Partners (EPD) in Q1 2024, closing a stake of 200 shares — an estimated $5.27K sold.

Rise Advisors first reported a position in EPD in Q4 2023 and held it in 1 quarter. The position peaked at $5.27K in Q4 2023. 1,320 funds tracked by Wall St. Rank hold EPD as of Q1 2024.

Rise Advisors reported no remaining Enterprise Products Partners position as of Q1 2024 after selling out during the quarter.
Rise Advisors sold 200 Enterprise Products Partners shares in Q1 2024, an estimated $5.27K.
Rise Advisors first reported a position in Enterprise Products Partners in Q4 2023 and held it in 1 quarter.
Rise Advisors's Enterprise Products Partners position peaked at $5.27K in Q4 2023.
1,320 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2024.

Based on Rise Advisors's 13F filing for Q1 2024, filed 9 Apr 2024.