TrinityPoint Wealth’s Enterprise Products Partners EPD Stock Holding History

TrinityPoint Wealth’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 Q4	$297K	Buy	9,484 +18	+0.2%	+$553	0.04%	272
2024 Q3	$276K	Buy	9,466 +19	+0.2%	+$555	0.04%	269
2024 Q2	$274K	Buy	9,447 +18	+0.2%	+$516	0.04%	255
2024 Q1	$275K	Buy	9,429 +19	+0.2%	+$522	0.05%	256
2023 Q4	$248K	Hold	9,410	–	–	0.04%	263
2023 Q3	$258K	Hold	9,410	–	–	0.05%	244
2023 Q2	$248K	Hold	9,410	–	–	0.05%	240
2023 Q1	$244K	Hold	9,410	–	–	0.05%	237
2022 Q4	$227K	Hold	9,410	–	–	0.05%	245
2022 Q3	$224K	Hold	9,410	–	–	0.05%	247
2022 Q2	$229K	Hold	9,410	–	–	0.05%	245
2022 Q1	$243K	Buy	+9,410	New	+$228K	0.04%	274
2021 Q3	–	Sell	-8,410	Closed	-$203K	–	310
2021 Q2	$203K	Buy	+8,410	New	+$199K	0.04%	254
2020 Q2	–	Sell	-12,510	Closed	-$179K	–	210
2020 Q1	$179K	Sell	12,510 -16,358	-57%	-$380K	0.07%	186
2019 Q4	$813K	Hold	28,868	–	–	0.27%	95
2019 Q3	$769K	Buy	+28,868	New	+$841K	0.27%	103

Other funds holding EPD

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TrinityPoint Wealth's EPD Position: Q4 2024 in Review

TrinityPoint Wealth increased its Enterprise Products Partners (EPD) stake by 0.19% in Q4 2024, buying an estimated $553 and bringing the position to 9,484 shares worth $297K. The position accounts for 0.04% of the portfolio, ranked #272.

TrinityPoint Wealth first reported a position in EPD in Q3 2019 and has held it in 16 quarters since. The position peaked at $813K in Q4 2019. 1,441 funds tracked by Wall St. Rank hold EPD as of Q4 2024.

TrinityPoint Wealth held 9,484 shares of Enterprise Products Partners worth $297K as of Q4 2024.
TrinityPoint Wealth bought 18 Enterprise Products Partners shares in Q4 2024, an estimated $553.
Enterprise Products Partners made up 0.04% of TrinityPoint Wealth's portfolio in Q4 2024, its #272 holding.
TrinityPoint Wealth first reported a position in Enterprise Products Partners in Q3 2019 and has held it in 16 quarters since.
TrinityPoint Wealth's Enterprise Products Partners position peaked at $813K in Q4 2019.
1,441 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.