TCWA
NS

Turtle Creek Wealth Advisors’s NuStar Energy L.P. NS Stock Holding History

Turtle Creek Wealth Advisors’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
2024
Q1 		– Sell
-1,065
Closed -$19.9K – 858
2023
Q4 		$19.9K Buy
+1,065
New +$19K 0.01% 417

Other funds holding NS

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
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Turtle Creek Wealth Advisors's NS Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of NuStar Energy L.P. (NS) in Q1 2024, closing a stake of 1,065 shares — an estimated $19.9K sold.

Turtle Creek Wealth Advisors first reported a position in NS in Q4 2023 and held it in 1 quarter. The position peaked at $19.9K in Q4 2023. 149 funds tracked by Wall St. Rank hold NS as of Q1 2024.

  • Turtle Creek Wealth Advisors reported no remaining NuStar Energy L.P. position as of Q1 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 1,065 NuStar Energy L.P. shares in Q1 2024, an estimated $19.9K.
  • Turtle Creek Wealth Advisors first reported a position in NuStar Energy L.P. in Q4 2023 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's NuStar Energy L.P. position peaked at $19.9K in Q4 2023.
  • 149 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.