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Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

Wealth Advisors’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
2023
Q3 		$871K Hold
31,815
– – 0.39% 32
2023
Q2 		$846K Hold
31,815
– – 0.36% 31
2023
Q1 		$849K Buy
31,815
+5,235
+20% +$134K 0.4% 31
2022
Q4 		$641K Hold
26,580
– – 0.34% 34
2022
Q3 		$632K Buy
26,580
+375
+1% +$9.67K 0.32% 36
2022
Q2 		$639K Buy
26,205
+14,265
+119% +$375K 0.31% 38
2022
Q1 		$308K Buy
11,940
+1,045
+10% +$25.4K 0.11% 53
2021
Q4 		$239K Hold
10,895
– – 0.08% 58
2021
Q3 		$247K Hold
10,895
– – 0.1% 58
2021
Q2 		$253K Hold
10,895
– – 0.09% 60
2021
Q1 		$249K Buy
+10,895
New +$240K 0.1% 62

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
MB
Marquard & Bahls Hamburg, Germany $677M AUM 9.39% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Wealth Advisors's EPD Position: Q3 2023 in Review

Wealth Advisors held its Enterprise Products Partners (EPD) position steady in Q3 2023 at 31,815 shares worth $871K. The position accounts for 0.39% of the portfolio, ranked #32.

Wealth Advisors first reported a position in EPD in Q1 2021 and has held it in 11 quarters since. 1,217 funds tracked by Wall St. Rank hold EPD as of Q3 2023.

  • Wealth Advisors held 31,815 shares of Enterprise Products Partners worth $871K as of Q3 2023.
  • Wealth Advisors left its Enterprise Products Partners share count unchanged in Q3 2023.
  • Enterprise Products Partners made up 0.39% of Wealth Advisors's portfolio in Q3 2023, its #32 holding.
  • Wealth Advisors first reported a position in Enterprise Products Partners in Q1 2021 and has held it in 11 quarters since.
  • 1,217 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2023.

Based on Wealth Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.