Wagner Wealth Management (South Carolina)’s Enterprise Products Partners EPD Stock Holding History

Wagner Wealth Management (South Carolina)’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
2022 Q4	–	Sell	-1,116	Closed	-$27K	–	382
2022 Q3	$27K	Sell	1,116 -422	-27%	-$10.9K	0.02%	269
2022 Q2	$37K	Buy	+1,538	New	+$40.5K	0.03%	238
2022 Q1	–	Sell	-1,445	Closed	-$32K	–	347
2021 Q4	$32K	Sell	1,445 -1,000	-41%	-$22.4K	0.02%	317
2021 Q3	$55K	Sell	2,445 -885	-27%	-$20.1K	0.04%	233
2021 Q2	$80K	Buy	3,330 +2,755	+479%	+$65.2K	0.06%	208
2021 Q1	$13K	Buy	+575	New	+$12.6K	0.01%	423
2018 Q3	$7K	Hold	234	–	–	﹤0.01%	460
2018 Q2	$6K	Buy	+234	New	+$6.4K	﹤0.01%	447

Other funds holding EPD

Marquard & Bahls Hamburg, Germany $677M AUM 9.39% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s EPD Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Enterprise Products Partners (EPD) in Q4 2022, closing a stake of 1,116 shares — an estimated $27K sold.

Wagner Wealth Management (South Carolina) first reported a position in EPD in Q2 2018 and held it in 8 quarters. The position peaked at $80K in Q2 2021. 1,174 funds tracked by Wall St. Rank hold EPD as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining Enterprise Products Partners position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 1,116 Enterprise Products Partners shares in Q4 2022, an estimated $27K.
Wagner Wealth Management (South Carolina) first reported a position in Enterprise Products Partners in Q2 2018 and held it in 8 quarters.
Wagner Wealth Management (South Carolina)'s Enterprise Products Partners position peaked at $80K in Q2 2021.
1,174 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.