SWM
NS

Sendero Wealth Management’s NuStar Energy L.P. NS Stock Holding History

Sendero Wealth Management’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
-66,463
Closed -$1.55M – 166
2024
Q1 		$1.55M Buy
66,463
+3
+0% +$66 0.27% 61
2023
Q4 		$1.24M Buy
66,460
+5
+0% +$89 0.23% 70
2023
Q3 		$1.16M Buy
66,455
+5
+0% +$85 0.25% 70
2023
Q2 		$1.14M Buy
+66,450
New +$1.09M 0.25% 74

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

Sendero Wealth Management's NS Position: Q2 2024 in Review

Sendero Wealth Management sold out of NuStar Energy L.P. (NS) in Q2 2024, closing a stake of 66,463 shares — an estimated $1.55M sold.

Sendero Wealth Management first reported a position in NS in Q2 2023 and held it in 4 quarters. The position peaked at $1.55M in Q1 2024. 3 funds tracked by Wall St. Rank hold NS as of Q2 2024.

  • Sendero Wealth Management reported no remaining NuStar Energy L.P. position as of Q2 2024 after selling out during the quarter.
  • Sendero Wealth Management sold 66,463 NuStar Energy L.P. shares in Q2 2024, an estimated $1.55M.
  • Sendero Wealth Management first reported a position in NuStar Energy L.P. in Q2 2023 and held it in 4 quarters.
  • Sendero Wealth Management's NuStar Energy L.P. position peaked at $1.55M in Q1 2024.
  • 3 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q2 2024.

Based on Sendero Wealth Management's 13F filing for Q2 2024, filed 12 Jul 2024.