Walkner Condon Financial Advisors’s Energy Transfer Partners ET Stock Holding History

Walkner Condon Financial Advisors’s Portfolio ET Stock Details ET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-19,570	Closed	-$308K	–	262
2024 Q1	$308K	Buy	19,570 +407	+2%	+$5.93K	0.07%	211
2023 Q4	$264K	Buy	19,163 +1,438	+8%	+$19.5K	0.06%	224
2023 Q3	$249K	Buy	17,725 +413	+2%	+$5.48K	0.07%	214
2023 Q2	$220K	Buy	17,312 +404	+2%	+$5.12K	0.06%	224
2023 Q1	$211K	Buy	16,908 +4,497	+36%	+$56.8K	0.06%	221
2022 Q4	$147K	Buy	12,411 +260	+2%	+$3.12K	0.04%	227
2022 Q3	$134K	Buy	12,151 +233	+2%	+$2.6K	0.04%	213
2022 Q2	$119K	Buy	11,918 +208	+2%	+$2.33K	0.04%	213
2022 Q1	$131K	Buy	11,710 +200	+2%	+$1.98K	0.04%	214
2021 Q4	$95K	Buy	+11,510	New	+$105K	0.06%	119

Other funds holding ET

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TCA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

FRGX

First Reserve GP XIII Stamford, Connecticut $52.9M AUM 17.37% 1-Year Est. Return

Walkner Condon Financial Advisors's ET Position: Q2 2024 in Review

Walkner Condon Financial Advisors sold out of Energy Transfer Partners (ET) in Q2 2024, closing a stake of 19,570 shares — an estimated $308K sold.

Walkner Condon Financial Advisors first reported a position in ET in Q4 2021 and held it in 10 quarters. The position peaked at $308K in Q1 2024. 1,077 funds tracked by Wall St. Rank hold ET as of Q2 2024.

Walkner Condon Financial Advisors reported no remaining Energy Transfer Partners position as of Q2 2024 after selling out during the quarter.
Walkner Condon Financial Advisors sold 19,570 Energy Transfer Partners shares in Q2 2024, an estimated $308K.
Walkner Condon Financial Advisors first reported a position in Energy Transfer Partners in Q4 2021 and held it in 10 quarters.
Walkner Condon Financial Advisors's Energy Transfer Partners position peaked at $308K in Q1 2024.
1,077 funds tracked by Wall St. Rank held Energy Transfer Partners as of Q2 2024.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2024, filed 26 Jul 2024.