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Unique Wealth Strategies’s Enterprise Products Partners EPD Stock Holding History

Unique Wealth Strategies’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
Q3 		– Sell
-256
Closed -$7.47K – 352
2024
Q2 		$7.47K Buy
+256
New +$7.34K ﹤0.01% 351

Other funds holding EPD

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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Unique Wealth Strategies's EPD Position: Q3 2024 in Review

Unique Wealth Strategies sold out of Enterprise Products Partners (EPD) in Q3 2024, closing a stake of 256 shares — an estimated $7.47K sold.

Unique Wealth Strategies first reported a position in EPD in Q2 2024 and held it in 1 quarter. The position peaked at $7.47K in Q2 2024. 1,355 funds tracked by Wall St. Rank hold EPD as of Q3 2024.

  • Unique Wealth Strategies reported no remaining Enterprise Products Partners position as of Q3 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 256 Enterprise Products Partners shares in Q3 2024, an estimated $7.47K.
  • Unique Wealth Strategies first reported a position in Enterprise Products Partners in Q2 2024 and held it in 1 quarter.
  • Unique Wealth Strategies's Enterprise Products Partners position peaked at $7.47K in Q2 2024.
  • 1,355 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.