U.S. Capital Wealth Advisors’s NuStar Energy L.P. NS Stock Holding History

U.S. Capital 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
2023 Q3	–	Sell	-85,500	Closed	-$1.47M	–	692
2023 Q2	$1.47M	Hold	85,500	–	–	0.07%	259
2023 Q1	$1.34M	Hold	85,500	–	–	0.06%	262
2022 Q4	$1.37M	Hold	85,500	–	–	0.06%	273
2022 Q3	$1.15M	Buy	85,500 +10,000	+13%	+$150K	0.06%	311
2022 Q2	$1.06M	Buy	75,500 +14,749	+24%	+$222K	0.05%	342
2022 Q1	$876K	Buy	60,751 +10,006	+20%	+$162K	0.03%	416
2021 Q4	$806K	Buy	50,745 +10,145	+25%	+$158K	0.03%	434
2021 Q3	$639K	Buy	+40,600	New	+$667K	0.03%	468

Other funds holding NS

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

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

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

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

U.S. Capital Wealth Advisors's NS Position: Q3 2023 in Review

U.S. Capital Wealth Advisors sold out of NuStar Energy L.P. (NS) in Q3 2023, closing a stake of 85,500 shares — an estimated $1.47M sold.

U.S. Capital Wealth Advisors first reported a position in NS in Q3 2021 and held it in 8 quarters. The position peaked at $1.47M in Q2 2023. 138 funds tracked by Wall St. Rank hold NS as of Q3 2023.

U.S. Capital Wealth Advisors reported no remaining NuStar Energy L.P. position as of Q3 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 85,500 NuStar Energy L.P. shares in Q3 2023, an estimated $1.47M.
U.S. Capital Wealth Advisors first reported a position in NuStar Energy L.P. in Q3 2021 and held it in 8 quarters.
U.S. Capital Wealth Advisors's NuStar Energy L.P. position peaked at $1.47M in Q2 2023.
138 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q3 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.