AE Wealth Management’s CSI Compressco LP CCLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-17,192
Closed -$40.1K 1297
2024
Q1
$40.1K Hold
17,192
﹤0.01% 1133
2023
Q4
$32.7K Buy
+17,192
New +$25.8K ﹤0.01% 1999

AE Wealth Management's CCLP Position: Q2 2024 in Review

AE Wealth Management sold out of CSI Compressco LP (CCLP) in Q2 2024, closing a stake of 17,192 shares — an estimated $40.1K sold.

AE Wealth Management first reported a position in CCLP in Q4 2023 and held it in 2 quarters. The position peaked at $40.1K in Q1 2024. 0 funds tracked by Wall St. Rank hold CCLP as of Q2 2024.

  • AE Wealth Management reported no remaining CSI Compressco LP position as of Q2 2024 after selling out during the quarter.
  • AE Wealth Management sold 17,192 CSI Compressco LP shares in Q2 2024, an estimated $40.1K.
  • AE Wealth Management first reported a position in CSI Compressco LP in Q4 2023 and held it in 2 quarters.
  • AE Wealth Management's CSI Compressco LP position peaked at $40.1K in Q1 2024.
  • 0 funds tracked by Wall St. Rank held CSI Compressco LP as of Q2 2024.

Based on AE Wealth Management's 13F filing for Q2 2024, filed 12 Aug 2024.