WANY
MMP

Wealthspire Advisors (New York)’s Magellan Midstream Partners, L.P. MMP Stock Holding History

Wealthspire Advisors (New York)’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
-52,652
Closed -$3.28M – 625
2023
Q2 		$3.28M Buy
52,652
+2,002
+4% +$117K 0.05% 116
2023
Q1 		$2.75M Buy
50,650
+8,002
+19% +$424K 0.05% 124
2022
Q4 		$2.14M Buy
42,648
+2,002
+5% +$102K 0.04% 146
2022
Q3 		$1.93M Buy
40,646
+1,002
+3% +$50.3K 0.04% 145
2022
Q2 		$1.89M Sell
39,644
-998
-2% -$49.8K 0.04% 152
2022
Q1 		$1.99M Sell
40,642
-9,998
-20% -$484K 0.04% 127
2021
Q4 		$2.35M Buy
50,640
+10,001
+25% +$473K 0.05% 129
2021
Q3 		$1.85M Buy
+40,639
New +$1.93M 0.04% 172

Other funds holding MMP

BFS
Bradley Foster & Sargent Hartford, Connecticut $6.44B AUM 25.27% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
PR
Payden & Rygel Los Angeles, California $1.3B AUM 28.32% 1-Year Est. Return
PRIG
Payden & Rygel Investment Group Los Angeles, California $1.24B AUM
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 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 $567M AUM 16.01% 1-Year Est. Return

Wealthspire Advisors (New York)'s MMP Position: Q3 2023 in Review

Wealthspire Advisors (New York) sold out of Magellan Midstream Partners, L.P. (MMP) in Q3 2023, closing a stake of 52,652 shares — an estimated $3.28M sold.

Wealthspire Advisors (New York) first reported a position in MMP in Q3 2021 and held it in 8 quarters. The position peaked at $3.28M in Q2 2023. 11 funds tracked by Wall St. Rank hold MMP as of Q3 2023.

  • Wealthspire Advisors (New York) reported no remaining Magellan Midstream Partners, L.P. position as of Q3 2023 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 52,652 Magellan Midstream Partners, L.P. shares in Q3 2023, an estimated $3.28M.
  • Wealthspire Advisors (New York) first reported a position in Magellan Midstream Partners, L.P. in Q3 2021 and held it in 8 quarters.
  • Wealthspire Advisors (New York)'s Magellan Midstream Partners, L.P. position peaked at $3.28M in Q2 2023.
  • 11 funds tracked by Wall St. Rank held Magellan Midstream Partners, L.P. as of Q3 2023.

Based on Wealthspire Advisors (New York)'s 13F filing for Q3 2023, filed 6 Nov 2023.