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Smith Thornton Advisors’s Enterprise Products Partners EPD Stock Holding History

Smith Thornton 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
Q4 		– Sell
-7,247
Closed -$211K – 139
2024
Q3 		$211K Hold
7,247
– – 0.14% 131
2024
Q2 		$210K Buy
+7,247
New +$208K 0.15% 123

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Fayez Sarofim & Co
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TCA
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Neuberger Berman Group
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Smith Thornton Advisors's EPD Position: Q4 2024 in Review

Smith Thornton Advisors sold out of Enterprise Products Partners (EPD) in Q4 2024, closing a stake of 7,247 shares — an estimated $211K sold.

Smith Thornton Advisors first reported a position in EPD in Q2 2024 and held it in 2 quarters. The position peaked at $211K in Q3 2024. 1,441 funds tracked by Wall St. Rank hold EPD as of Q4 2024.

  • Smith Thornton Advisors reported no remaining Enterprise Products Partners position as of Q4 2024 after selling out during the quarter.
  • Smith Thornton Advisors sold 7,247 Enterprise Products Partners shares in Q4 2024, an estimated $211K.
  • Smith Thornton Advisors first reported a position in Enterprise Products Partners in Q2 2024 and held it in 2 quarters.
  • Smith Thornton Advisors's Enterprise Products Partners position peaked at $211K in Q3 2024.
  • 1,441 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2024.

Based on Smith Thornton Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.