SW
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Simplicity Wealth’s Energy Transfer Partners ET Stock Holding History

Simplicity Wealth’s Portfolio ET Stock Details ET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-60,323
Closed -$978K – 709
2024
Q2 		$978K Buy
60,323
+39,882
+195% +$627K 0.02% 534
2024
Q1 		$322K Buy
+20,441
New +$298K 0.01% 891

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Invesco
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TCA
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
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JP Morgan Chase
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Simplicity Wealth's ET Position: Q3 2024 in Review

Simplicity Wealth sold out of Energy Transfer Partners (ET) in Q3 2024, closing a stake of 60,323 shares — an estimated $978K sold.

Simplicity Wealth first reported a position in ET in Q1 2024 and held it in 2 quarters. The position peaked at $978K in Q2 2024. 1,097 funds tracked by Wall St. Rank hold ET as of Q3 2024.

  • Simplicity Wealth reported no remaining Energy Transfer Partners position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 60,323 Energy Transfer Partners shares in Q3 2024, an estimated $978K.
  • Simplicity Wealth first reported a position in Energy Transfer Partners in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Energy Transfer Partners position peaked at $978K in Q2 2024.
  • 1,097 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.