WR Wealth Planners’s Enterprise Products Partners EPD Stock Holding History

WR Wealth Planners’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	$320K	Hold	10,200	–	–	0.1%	125
2024 Q3	$297K	Sell	10,200 -4,400	-30%	-$129K	0.08%	148
2024 Q2	$423K	Sell	14,600 -2,800	-16%	-$80.3K	0.13%	107
2024 Q1	$508K	Hold	17,400	–	–	0.16%	93
2023 Q4	$458K	Sell	17,400 -1,000	-5%	-$26.6K	0.17%	110
2023 Q3	$504K	Hold	18,400	–	–	0.19%	87
2023 Q2	$485K	Sell	18,400 -1,850	-9%	-$48.4K	0.19%	88
2023 Q1	$524K	Buy	+20,250	New	+$520K	0.23%	71

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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 New York $25.6B AUM 26.83% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WR Wealth Planners's EPD Position: Q4 2024 in Review

WR Wealth Planners held its Enterprise Products Partners (EPD) position steady in Q4 2024 at 10,200 shares worth $320K. The position accounts for 0.1% of the portfolio, ranked #125.

WR Wealth Planners first reported a position in EPD in Q1 2023 and has held it in 8 quarters since. The position peaked at $524K in Q1 2023. 1,442 funds tracked by Wall St. Rank hold EPD as of Q4 2024.

WR Wealth Planners held 10,200 shares of Enterprise Products Partners worth $320K as of Q4 2024.
WR Wealth Planners left its Enterprise Products Partners share count unchanged in Q4 2024.
Enterprise Products Partners made up 0.1% of WR Wealth Planners's portfolio in Q4 2024, its #125 holding.
WR Wealth Planners first reported a position in Enterprise Products Partners in Q1 2023 and has held it in 8 quarters since.
WR Wealth Planners's Enterprise Products Partners position peaked at $524K in Q1 2023.
1,442 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.