TFO Wealth Partners’s NuStar Energy L.P. NS Stock Holding History

TFO Wealth Partners’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
2022 Q1	–	Sell	-397	Closed	-$6K	–	181
2021 Q4	$6K	Hold	397	–	–	﹤0.01%	106
2021 Q3	$6K	Buy	+397	New	+$6.53K	﹤0.01%	112
2021 Q2	–	Sell	-363	Closed	-$6K	–	200
2021 Q1	$6K	Buy	+363	New	+$6.17K	﹤0.01%	144
2020 Q4	–	Sell	-363	Closed	-$4K	–	178
2020 Q3	$4K	Hold	363	–	–	﹤0.01%	117
2020 Q2	$5K	Hold	363	–	–	﹤0.01%	116
2020 Q1	$3K	Hold	363	–	–	﹤0.01%	115
2019 Q4	$9K	Buy	+363	New	+$10.1K	0.01%	127

Other funds holding NS

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ICA

Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TFO Wealth Partners's NS Position: Q1 2022 in Review

TFO Wealth Partners sold out of NuStar Energy L.P. (NS) in Q1 2022, closing a stake of 397 shares — an estimated $6K sold.

TFO Wealth Partners first reported a position in NS in Q4 2019 and held it in 7 quarters. The position peaked at $9K in Q4 2019. 145 funds tracked by Wall St. Rank hold NS as of Q1 2022.

TFO Wealth Partners reported no remaining NuStar Energy L.P. position as of Q1 2022 after selling out during the quarter.
TFO Wealth Partners sold 397 NuStar Energy L.P. shares in Q1 2022, an estimated $6K.
TFO Wealth Partners first reported a position in NuStar Energy L.P. in Q4 2019 and held it in 7 quarters.
TFO Wealth Partners's NuStar Energy L.P. position peaked at $9K in Q4 2019.
145 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q1 2022.

Based on TFO Wealth Partners's 13F filing for Q1 2022, filed 25 Apr 2022.