9WM
CEQP

9258 Wealth Management’s Crestwood Equity Partners LP CEQP Stock Holding History

9258 Wealth Management’s Portfolio CEQP Stock Details CEQP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-19,815
Closed -$580K – 339
2023
Q3 		$580K Hold
19,815
– – 0.11% 160
2023
Q2 		$525K Hold
19,815
– – 0.1% 177
2023
Q1 		$494K Hold
19,815
– – 0.1% 178
2022
Q4 		$519K Hold
19,815
– – 0.11% 168
2022
Q3 		$550K Hold
19,815
– – 0.14% 159
2022
Q2 		$477K Hold
19,815
– – 0.12% 179
2022
Q1 		$593K Buy
+19,815
New +$581K 0.14% 166

Other funds holding CEQP

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

9258 Wealth Management's CEQP Position: Q4 2023 in Review

9258 Wealth Management sold out of Crestwood Equity Partners LP (CEQP) in Q4 2023, closing a stake of 19,815 shares — an estimated $580K sold.

9258 Wealth Management first reported a position in CEQP in Q1 2022 and held it in 7 quarters. The position peaked at $593K in Q1 2022. 2 funds tracked by Wall St. Rank hold CEQP as of Q4 2023.

  • 9258 Wealth Management reported no remaining Crestwood Equity Partners LP position as of Q4 2023 after selling out during the quarter.
  • 9258 Wealth Management sold 19,815 Crestwood Equity Partners LP shares in Q4 2023, an estimated $580K.
  • 9258 Wealth Management first reported a position in Crestwood Equity Partners LP in Q1 2022 and held it in 7 quarters.
  • 9258 Wealth Management's Crestwood Equity Partners LP position peaked at $593K in Q1 2022.
  • 2 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q4 2023.

Based on 9258 Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.