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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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
NC
NBW Capital Boston, Massachusetts $464M AUM 21.25% 1-Year Est. Return
N
Natixis Paris, France $25B AUM 26.79% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return