Wealth Alliance Advisory Group’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Wealth Alliance Advisory Group’s Portfolio MMP Stock Details MMP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-6,076	Closed	-$379K	–	188
2023 Q2	$379K	Buy	6,076 +765	+14%	+$44.7K	0.13%	108
2023 Q1	$288K	Sell	5,311 -647	-11%	-$34.3K	0.11%	124
2022 Q4	$299K	Buy	5,958 +1,133	+23%	+$57.5K	0.11%	118
2022 Q3	$229K	Hold	4,825	–	–	0.1%	125
2022 Q2	$230K	Hold	4,825	–	–	0.11%	122
2022 Q1	$237K	Hold	4,825	–	–	0.1%	131
2021 Q4	$224K	Hold	4,825	–	–	0.1%	144
2021 Q3	$220K	Hold	4,825	–	–	0.11%	132
2021 Q2	$236K	Hold	4,825	–	–	0.11%	128
2021 Q1	$209K	Hold	4,825	–	–	0.11%	138
2020 Q4	$205K	Buy	+4,825	New	+$192K	0.11%	137
2020 Q1	–	Sell	-4,575	Closed	-$288K	–	139
2019 Q4	$288K	Buy	4,575 +1,000	+28%	+$62.3K	0.16%	94
2019 Q3	$235K	Hold	3,575	–	–	0.15%	107
2019 Q2	$236K	Hold	3,575	–	–	0.15%	104
2019 Q1	$217K	Hold	3,575	–	–	0.14%	112
2018 Q4	$204K	Buy	3,575 +500	+16%	+$30.9K	0.15%	107
2018 Q3	$208K	Hold	3,075	–	–	0.11%	130
2018 Q2	$212K	Buy	+3,075	New	+$207K	0.12%	118
2018 Q1	–	Sell	-3,075	Closed	-$218K	–	127
2017 Q4	$218K	Buy	+3,075	New	+$210K	0.2%	81

Other funds holding MMP

BFS

Bradley Foster & Sargent Hartford, Connecticut $7.06B AUM 27.24% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Payden & Rygel Los Angeles, California $1.3B AUM 32.58% 1-Year Est. Return

PRIG

Payden & Rygel Investment Group Los Angeles, California $1.24B AUM

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return

CAS

Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return

Wealth Alliance Advisory Group's MMP Position: Q3 2023 in Review

Wealth Alliance Advisory Group sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 6,076 shares — an estimated $379K sold.

Wealth Alliance Advisory Group first reported a position in MMP in Q4 2017 and held it in 19 quarters. The position peaked at $379K in Q2 2023. 10 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

Wealth Alliance Advisory Group reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
Wealth Alliance Advisory Group sold 6,076 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $379K.
Wealth Alliance Advisory Group first reported a position in Magellan Midstream Partners, L.P. in Q4 2017 and held it in 19 quarters.
Wealth Alliance Advisory Group's Magellan Midstream Partners, L.P. position peaked at $379K in Q2 2023.
10 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Wealth Alliance Advisory Group's 13F filing for Q3 2023, filed 10 Oct 2023.