Total Clarity Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Total Clarity Wealth Management’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
2022 Q3	–	Sell	-200	Closed	-$5K	–	431
2022 Q2	$5K	Buy	+200	New	+$5.26K	﹤0.01%	801
2022 Q1	–	Sell	-11,812	Closed	-$259K	–	403
2021 Q4	$259K	Hold	11,812	–	–	0.12%	179
2021 Q3	$256K	Sell	11,812 -913	-7%	-$20.7K	0.12%	190
2021 Q2	$307K	Buy	12,725 +11,875	+1,397%	+$281K	0.17%	156
2021 Q1	$19K	Buy	+850	New	+$18.7K	0.01%	467
2020 Q1	–	Sell	-400	Closed	-$11K	–	231
2019 Q4	$11K	Buy	+400	New	+$10.8K	0.01%	483

Other funds holding EPD

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

Marquard & Bahls Hamburg, Germany $677M AUM 9.39% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

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

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Total Clarity Wealth Management's EPD Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of Enterprise Products Partners (EPD) in Q3 2022, closing a stake of 200 shares — an estimated $5K sold.

Total Clarity Wealth Management first reported a position in EPD in Q4 2019 and held it in 6 quarters. The position peaked at $307K in Q2 2021. 1,129 funds tracked by Wall St. Rank hold EPD as of Q3 2022.

Total Clarity Wealth Management reported no remaining Enterprise Products Partners position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 200 Enterprise Products Partners shares in Q3 2022, an estimated $5K.
Total Clarity Wealth Management first reported a position in Enterprise Products Partners in Q4 2019 and held it in 6 quarters.
Total Clarity Wealth Management's Enterprise Products Partners position peaked at $307K in Q2 2021.
1,129 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.