SPIA
NS

Steward Partners Investment Advisory’s NuStar Energy L.P. NS Stock Holding History

Steward Partners Investment Advisory’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
-2,192
Closed -$51K – 3751
2024
Q1 		$51K Buy
2,192
+133
+6% +$2.94K ﹤0.01% 2105
2023
Q4 		$38.5K Hold
2,059
– – ﹤0.01% 2107
2023
Q3 		$35.9K Buy
2,059
+100
+5% +$1.7K ﹤0.01% 2059
2023
Q2 		$33.6K Sell
1,959
-180
-8% -$2.94K ﹤0.01% 2049
2023
Q1 		$33.5K Sell
2,139
-939
-31% -$15.3K ﹤0.01% 2036
2022
Q4 		$49.2K Buy
3,078
+2,898
+1,610% +$45.1K ﹤0.01% 1844
2022
Q3 		$2K Hold
180
– – ﹤0.01% 3080
2022
Q2 		$3K Hold
180
– – ﹤0.01% 2962
2022
Q1 		$3K Hold
180
– – ﹤0.01% 3052
2021
Q4 		$3K Sell
180
-20
-10% -$311 ﹤0.01% 2985
2021
Q3 		$3K Sell
200
-794
-80% -$13.1K ﹤0.01% 2955
2021
Q2 		$18K Buy
994
+117
+13% +$2.17K ﹤0.01% 5254
2021
Q1 		$15K Buy
877
+18
+2% +$306 ﹤0.01% 2598
2020
Q4 		$12K Buy
859
+26
+3% +$333 ﹤0.01% 2255
2020
Q3 		$9K Buy
833
+18
+2% +$241 ﹤0.01% 2198
2020
Q2 		$12K Sell
815
-471
-37% -$6.27K ﹤0.01% 1982
2020
Q1 		$11K Hold
1,286
– – ﹤0.01% 1838
2019
Q4 		$33K Sell
1,286
-175
-12% -$4.87K ﹤0.01% 1575
2019
Q3 		$41K Sell
1,461
-383
-21% -$10.7K ﹤0.01% 1438
2019
Q2 		$50K Buy
+1,844
New +$50.1K ﹤0.01% 1339
2018
Q4 		– Sell
-2,013
Closed -$56K – 2279
2018
Q3 		$56K Buy
2,013
+1,018
+102% +$27K ﹤0.01% 1166
2018
Q2 		$23K Buy
995
+14
+1% +$316 ﹤0.01% 1418
2018
Q1 		$20K Buy
+981
New +$26.3K ﹤0.01% 1338

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

Steward Partners Investment Advisory's NS Position: Q2 2024 in Review

Steward Partners Investment Advisory sold out of NuStar Energy L.P. (NS) in Q2 2024, closing a stake of 2,192 shares — an estimated $51K sold.

Steward Partners Investment Advisory first reported a position in NS in Q1 2018 and held it in 23 quarters. The position peaked at $56K in Q3 2018. 3 funds tracked by Wall St. Rank hold NS as of Q2 2024.

  • Steward Partners Investment Advisory reported no remaining NuStar Energy L.P. position as of Q2 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 2,192 NuStar Energy L.P. shares in Q2 2024, an estimated $51K.
  • Steward Partners Investment Advisory first reported a position in NuStar Energy L.P. in Q1 2018 and held it in 23 quarters.
  • Steward Partners Investment Advisory's NuStar Energy L.P. position peaked at $56K in Q3 2018.
  • 3 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q2 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2024, filed 8 Aug 2024.