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West Financial Advisors’s Enterprise Products Partners EPD Stock Holding History

West Financial 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
2024
Q4 		– Sell
-15
Closed -$423 – 212
2024
Q3 		$423 Buy
15
+1
+7% +$29 ﹤0.01% 181
2024
Q2 		$413 Hold
14
– – ﹤0.01% 154
2024
Q1 		$409 Buy
+14
New +$384 ﹤0.01% 148

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

West Financial Advisors's EPD Position: Q4 2024 in Review

West Financial Advisors sold out of Enterprise Products Partners (EPD) in Q4 2024, closing a stake of 15 shares — an estimated $423 sold.

West Financial Advisors first reported a position in EPD in Q1 2024 and held it in 3 quarters. The position peaked at $423 in Q3 2024. 1,441 funds tracked by Wall St. Rank hold EPD as of Q4 2024.

  • West Financial Advisors reported no remaining Enterprise Products Partners position as of Q4 2024 after selling out during the quarter.
  • West Financial Advisors sold 15 Enterprise Products Partners shares in Q4 2024, an estimated $423.
  • West Financial Advisors first reported a position in Enterprise Products Partners in Q1 2024 and held it in 3 quarters.
  • West Financial Advisors's Enterprise Products Partners position peaked at $423 in Q3 2024.
  • 1,441 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2024.

Based on West Financial Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.