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Warther Private Wealth’s Enterprise Products Partners EPD Stock Holding History

Warther Private Wealth’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
Q3 		– Sell
-20,462
Closed -$504K – 90
2022
Q2 		$504K Sell
20,462
-9,555
-32% -$251K 0.37% 69
2022
Q1 		$776K Buy
30,017
+3,632
+14% +$88.2K 0.51% 56
2021
Q4 		$597K Sell
26,385
-91
-0.3% -$2.04K 0.44% 61
2021
Q3 		$577K Buy
26,476
+93
+0.4% +$2.11K 0.51% 54
2021
Q2 		$646K Buy
+26,383
New +$625K 0.63% 45

Other funds holding EPD

Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
MB
Marquard & Bahls Hamburg, Germany $677M AUM 9.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fayez Sarofim & Co
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Warther Private Wealth's EPD Position: Q3 2022 in Review

Warther Private Wealth sold out of Enterprise Products Partners (EPD) in Q3 2022, closing a stake of 20,462 shares — an estimated $504K sold.

Warther Private Wealth first reported a position in EPD in Q2 2021 and held it in 5 quarters. The position peaked at $776K in Q1 2022. 1,129 funds tracked by Wall St. Rank hold EPD as of Q3 2022.

  • Warther Private Wealth reported no remaining Enterprise Products Partners position as of Q3 2022 after selling out during the quarter.
  • Warther Private Wealth sold 20,462 Enterprise Products Partners shares in Q3 2022, an estimated $504K.
  • Warther Private Wealth first reported a position in Enterprise Products Partners in Q2 2021 and held it in 5 quarters.
  • Warther Private Wealth's Enterprise Products Partners position peaked at $776K in Q1 2022.
  • 1,129 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2022.

Based on Warther Private Wealth's 13F filing for Q3 2022, filed 16 Nov 2022.