Wilbanks Smith & Thomas Asset Management’s NGL Energy Partners NGL Stock Holding History

Wilbanks Smith & Thomas Asset Management’s Portfolio NGL Stock Details NGL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-11,000	Closed	-$13.3K	–	521
2022 Q4	$13.3K	Buy	+11,000	New	+$13.8K	﹤0.01%	496
2022 Q3	–	Sell	-17,500	Closed	-$27K	–	482
2022 Q2	$27K	Hold	17,500	–	–	﹤0.01%	480
2022 Q1	$35K	Buy	+17,500	New	+$39.2K	﹤0.01%	501

Other funds holding NGL

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NBW Capital Boston, Massachusetts $464M AUM 21.25% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's NGL Position: Q1 2023 in Review

Wilbanks Smith & Thomas Asset Management sold out of NGL Energy Partners (NGL) in Q1 2023, closing a stake of 11,000 shares — an estimated $13.3K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in NGL in Q1 2022 and held it in 3 quarters. The position peaked at $35K in Q1 2022. 71 funds tracked by Wall St. Rank hold NGL as of Q1 2023.

Wilbanks Smith & Thomas Asset Management reported no remaining NGL Energy Partners position as of Q1 2023 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 11,000 NGL Energy Partners shares in Q1 2023, an estimated $13.3K.
Wilbanks Smith & Thomas Asset Management first reported a position in NGL Energy Partners in Q1 2022 and held it in 3 quarters.
Wilbanks Smith & Thomas Asset Management's NGL Energy Partners position peaked at $35K in Q1 2022.
71 funds tracked by Wall St. Rank held NGL Energy Partners as of Q1 2023.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2023, filed 5 May 2023.