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VitalStone Financial’s Enterprise Products Partners EPD Stock Holding History

VitalStone Financial’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
Q1 		– Sell
-443
Closed -$12K – 506
2023
Q4 		$12K Hold
443
– – 0.01% 268
2023
Q3 		$12K Hold
443
– – 0.01% 231
2023
Q2 		$11K Sell
443
-450
-50% -$11.8K 0.01% 615
2023
Q1 		$20K Buy
893
+450
+102% +$11.6K 0.02% 168
2022
Q4 		$11K Buy
+443
New +$10.9K 0.01% 329

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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fayez Sarofim & Co
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Neuberger Berman Group
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EIP
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TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

VitalStone Financial's EPD Position: Q1 2024 in Review

VitalStone Financial sold out of Enterprise Products Partners (EPD) in Q1 2024, closing a stake of 443 shares — an estimated $12K sold.

VitalStone Financial first reported a position in EPD in Q4 2022 and held it in 5 quarters. The position peaked at $20K in Q1 2023. 1,320 funds tracked by Wall St. Rank hold EPD as of Q1 2024.

  • VitalStone Financial reported no remaining Enterprise Products Partners position as of Q1 2024 after selling out during the quarter.
  • VitalStone Financial sold 443 Enterprise Products Partners shares in Q1 2024, an estimated $12K.
  • VitalStone Financial first reported a position in Enterprise Products Partners in Q4 2022 and held it in 5 quarters.
  • VitalStone Financial's Enterprise Products Partners position peaked at $20K in Q1 2023.
  • 1,320 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2024.

Based on VitalStone Financial's 13F filing for Q1 2024, filed 6 May 2024.