Summit Wealth Group’s MPLX MPLX Stock Holding History

Summit Wealth Group’s Portfolio MPLX Stock Details MPLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-1,111	Closed	-$33K	–	156
2021 Q2	$33K	Buy	+1,111	New	+$31.4K	0.05%	61

Other funds holding MPLX

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Summit Wealth Group's MPLX Position: Q3 2021 in Review

Summit Wealth Group sold out of MPLX (MPLX) in Q3 2021, closing a stake of 1,111 shares — an estimated $33K sold.

Summit Wealth Group first reported a position in MPLX in Q2 2021 and held it in 1 quarter. The position peaked at $33K in Q2 2021. 309 funds tracked by Wall St. Rank hold MPLX as of Q3 2021.

Summit Wealth Group reported no remaining MPLX position as of Q3 2021 after selling out during the quarter.
Summit Wealth Group sold 1,111 MPLX shares in Q3 2021, an estimated $33K.
Summit Wealth Group first reported a position in MPLX in Q2 2021 and held it in 1 quarter.
Summit Wealth Group's MPLX position peaked at $33K in Q2 2021.
309 funds tracked by Wall St. Rank held MPLX as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.