Visionary Wealth Advisors’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Visionary Wealth Advisors’s Portfolio MMP Stock Details MMP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-5,944	Closed	-$323K	–	488
2023 Q1	$323K	Sell	5,944 -100	-2%	-$5.3K	0.03%	341
2022 Q4	$303K	Buy	6,044 +499	+9%	+$25.3K	0.03%	317
2022 Q3	$263K	Buy	5,545 +5	+0.1%	+$251	0.03%	322
2022 Q2	$265K	Buy	5,540 +210	+4%	+$10.5K	0.02%	345
2022 Q1	$262K	Sell	5,330 -35	-0.7%	-$1.69K	0.02%	360
2021 Q4	$249K	Sell	5,365 -25	-0.5%	-$1.18K	0.02%	331
2021 Q3	$246K	Sell	5,390 -450	-8%	-$21.4K	0.03%	268
2021 Q2	$286K	Sell	5,840 -30	-0.5%	-$1.45K	0.03%	272
2021 Q1	$255K	Buy	5,870 +250	+4%	+$10.9K	0.03%	281
2020 Q4	$239K	Buy	+5,620	New	+$224K	0.03%	269
2020 Q3	–	Sell	-5,350	Closed	-$231K	–	271
2020 Q2	$231K	Buy	+5,350	New	+$226K	0.04%	209
2020 Q1	–	Sell	-4,365	Closed	-$274K	–	232
2019 Q4	$274K	Buy	+4,365	New	+$272K	0.05%	172

Other funds holding MMP

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

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

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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

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

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

Visionary Wealth Advisors's MMP Position: Q2 2023 in Review

Visionary Wealth Advisors sold out of Magellan Midstream Partners, L.P. (MMP) in Q2 2023, closing a stake of 5,944 shares — an estimated $323K sold.

Visionary Wealth Advisors first reported a position in MMP in Q4 2019 and held it in 12 quarters. The position peaked at $323K in Q1 2023. 611 funds tracked by Wall St. Rank hold MMP as of Q2 2023.

Visionary Wealth Advisors reported no remaining Magellan Midstream Partners, L.P. position as of Q2 2023 after selling out during the quarter.
Visionary Wealth Advisors sold 5,944 Magellan Midstream Partners, L.P. shares in Q2 2023, an estimated $323K.
Visionary Wealth Advisors first reported a position in Magellan Midstream Partners, L.P. in Q4 2019 and held it in 12 quarters.
Visionary Wealth Advisors's Magellan Midstream Partners, L.P. position peaked at $323K in Q1 2023.
611 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q2 2023.

Based on Visionary Wealth Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.