Tradition Wealth Management’s NGL Energy Partners NGL Stock Holding History

Tradition Wealth Management’s Portfolio NGL Stock Details NGL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-2,500	Closed	-$14K	–	901
2023 Q4	$14K	Hold	2,500	–	–	﹤0.01%	928
2023 Q3	$10K	Hold	2,500	–	–	﹤0.01%	1014
2023 Q2	$10K	Hold	2,500	–	–	﹤0.01%	1039
2023 Q1	$7K	Hold	2,500	–	–	﹤0.01%	1080
2022 Q4	$3K	Hold	2,500	–	–	﹤0.01%	1121
2022 Q3	$3K	Hold	2,500	–	–	﹤0.01%	1156
2022 Q2	$4K	Hold	2,500	–	–	﹤0.01%	1002
2022 Q1	$6K	Hold	2,500	–	–	﹤0.01%	1004
2021 Q4	$5K	Hold	2,500	–	–	﹤0.01%	1058
2021 Q3	$6K	Hold	2,500	–	–	﹤0.01%	1007
2021 Q2	$6K	Buy	+2,500	New	+$5.6K	﹤0.01%	1047
2021 Q1	–	Sell	-2,500	Closed	-$6K	–	942
2020 Q4	$6K	Buy	+2,500	New	+$7.45K	﹤0.01%	829

Other funds holding NGL

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Tradition Wealth Management's NGL Position: Q1 2024 in Review

Tradition Wealth Management sold out of NGL Energy Partners (NGL) in Q1 2024, closing a stake of 2,500 shares — an estimated $14K sold.

Tradition Wealth Management first reported a position in NGL in Q4 2020 and held it in 12 quarters. The position peaked at $14K in Q4 2023. 89 funds tracked by Wall St. Rank hold NGL as of Q1 2024.

Tradition Wealth Management reported no remaining NGL Energy Partners position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 2,500 NGL Energy Partners shares in Q1 2024, an estimated $14K.
Tradition Wealth Management first reported a position in NGL Energy Partners in Q4 2020 and held it in 12 quarters.
Tradition Wealth Management's NGL Energy Partners position peaked at $14K in Q4 2023.
89 funds tracked by Wall St. Rank held NGL Energy Partners as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.