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Summit Wealth Group’s Enterprise Products Partners EPD Stock Holding History

Summit Wealth Group’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
2023
Q2 		– Sell
-41,518
Closed -$2K – 140
2023
Q1 		$2K Buy
+41,518
New +$1.07M 0.05% 85

Other funds holding EPD

MB
Marquard & Bahls Hamburg, Germany $677M AUM 9.39% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Summit Wealth Group's EPD Position: Q2 2023 in Review

Summit Wealth Group sold out of Enterprise Products Partners (EPD) in Q2 2023, closing a stake of 41,518 shares — an estimated $2K sold.

Summit Wealth Group first reported a position in EPD in Q1 2023 and held it in 1 quarter. The position peaked at $2K in Q1 2023. 1,207 funds tracked by Wall St. Rank hold EPD as of Q2 2023.

  • Summit Wealth Group reported no remaining Enterprise Products Partners position as of Q2 2023 after selling out during the quarter.
  • Summit Wealth Group sold 41,518 Enterprise Products Partners shares in Q2 2023, an estimated $2K.
  • Summit Wealth Group first reported a position in Enterprise Products Partners in Q1 2023 and held it in 1 quarter.
  • Summit Wealth Group's Enterprise Products Partners position peaked at $2K in Q1 2023.
  • 1,207 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.