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SYSTM Wealth Solutions’s Enterprise Products Partners EPD Stock Holding History

SYSTM Wealth Solutions’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
2024
Q3 		– Sell
-61,199
Closed -$1.77M – 267
2024
Q2 		$1.77M Sell
61,199
-38,170
-38% -$1.09M 0.4% 80
2024
Q1 		$2.9M Buy
99,369
+28,295
+40% +$777K 0.37% 78
2023
Q4 		$1.87M Sell
71,074
-8,063
-10% -$215K 0.26% 114
2023
Q3 		$2.17M Buy
79,137
+20,577
+35% +$550K 0.33% 74
2023
Q2 		$1.54M Buy
58,560
+1,267
+2% +$33.1K 0.21% 134
2023
Q1 		$1.48M Sell
57,293
-2,004
-3% -$51.5K 0.23% 116
2022
Q4 		$1.43M Buy
+59,297
New +$1.46M 0.18% 159

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SYSTM Wealth Solutions's EPD Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Enterprise Products Partners (EPD) in Q3 2024, closing a stake of 61,199 shares — an estimated $1.77M sold.

SYSTM Wealth Solutions first reported a position in EPD in Q4 2022 and held it in 7 quarters. The position peaked at $2.9M in Q1 2024. 1,355 funds tracked by Wall St. Rank hold EPD as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Enterprise Products Partners position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 61,199 Enterprise Products Partners shares in Q3 2024, an estimated $1.77M.
  • SYSTM Wealth Solutions first reported a position in Enterprise Products Partners in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's Enterprise Products Partners position peaked at $2.9M in Q1 2024.
  • 1,355 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.