SWM
MMP

Spire Wealth Management’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Spire Wealth Management’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
-32,855
Closed -$2.05M – 2493
2023
Q2 		$2.05M Sell
32,855
-400
-1% -$23.3K 0.08% 229
2023
Q1 		$1.8M Buy
33,255
+8,726
+36% +$462K 0.07% 240
2022
Q4 		$1.23M Buy
24,529
+1,284
+6% +$65.1K 0.07% 212
2022
Q3 		$1.1M Sell
23,245
-21,355
-48% -$1.07M 0.07% 201
2022
Q2 		$2.13M Buy
44,600
+1,380
+3% +$68.9K 0.09% 205
2022
Q1 		$2.12M Sell
43,220
-4,068
-9% -$197K 0.06% 261
2021
Q4 		$2.21M Buy
47,288
+7,973
+20% +$377K 0.05% 294
2021
Q3 		$1.79M Sell
39,315
-175
-0.4% -$8.32K 0.05% 303
2021
Q2 		$1.93M Sell
39,490
-3,118
-7% -$151K 0.05% 297
2021
Q1 		$1.84M Buy
+42,608
New +$1.86M 0.05% 298

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

Spire Wealth Management's MMP Position: Q3 2023 in Review

Spire Wealth Management sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 32,855 shares — an estimated $2.05M sold.

Spire Wealth Management first reported a position in MMP in Q1 2021 and held it in 10 quarters. The position peaked at $2.21M in Q4 2021. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Spire Wealth Management reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Spire Wealth Management sold 32,855 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $2.05M.
  • Spire Wealth Management first reported a position in Magellan Midstream Partners, L.P. in Q1 2021 and held it in 10 quarters.
  • Spire Wealth Management's Magellan Midstream Partners, L.P. position peaked at $2.21M in Q4 2021.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Spire Wealth Management's 13F filing for Q3 2023, filed 8 Nov 2023.