SWA
MMP

SOA Wealth Advisors’s Magellan Midstream Partners, L.P. MMP Stock Holding History

SOA Wealth Advisors’s Portfolio MMP Stock Details MMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-200
Closed -$12.5K – 963
2023
Q2 		$12.5K Hold
200
– – ﹤0.01% 506
2023
Q1 		$10.9K Hold
200
– – ﹤0.01% 515
2022
Q4 		$10K Sell
200
-900
-82% -$45.7K ﹤0.01% 517
2022
Q3 		$52K Hold
1,100
– – 0.02% 261
2022
Q2 		$52K Hold
1,100
– – 0.02% 259
2022
Q1 		$53K Hold
1,100
– – 0.01% 306
2021
Q4 		$49K Hold
1,100
– – 0.01% 299
2021
Q3 		$50K Sell
1,100
-300
-21% -$14.3K 0.01% 306
2021
Q2 		$68K Hold
1,400
– – 0.02% 270
2021
Q1 		$60K Hold
1,400
– – 0.02% 249
2020
Q4 		$57K Buy
+1,400
New +$55.8K 0.02% 247

Other funds holding MMP

BFS
Bradley Foster & Sargent Hartford, Connecticut $6.44B AUM 25.27% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
PR
Payden & Rygel Los Angeles, California $1.3B AUM 28.32% 1-Year Est. Return
PRIG
Payden & Rygel Investment Group Los Angeles, California $1.24B AUM
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return

SOA Wealth Advisors's MMP Position: Q3 2023 in Review

SOA Wealth Advisors sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 200 shares — an estimated $12.5K sold.

SOA Wealth Advisors first reported a position in MMP in Q4 2020 and held it in 11 quarters. The position peaked at $68K in Q2 2021. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • SOA Wealth Advisors reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • SOA Wealth Advisors sold 200 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $12.5K.
  • SOA Wealth Advisors first reported a position in Magellan Midstream Partners, L.P. in Q4 2020 and held it in 11 quarters.
  • SOA Wealth Advisors's Magellan Midstream Partners, L.P. position peaked at $68K in Q2 2021.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on SOA Wealth Advisors's 13F filing for Q3 2023, filed 10 Oct 2023.