AFG
CEQP

Albion Financial Group’s Crestwood Equity Partners LP CEQP Stock Holding History

Albion Financial Group’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
-1,478
Closed -$43.2K – 513
2023
Q3 		$43.2K Buy
1,478
+36
+2% +$1.01K ﹤0.01% 220
2023
Q2 		$38.2K Buy
1,442
+38
+3% +$965 ﹤0.01% 234
2023
Q1 		$35K Buy
1,404
+34
+2% +$876 ﹤0.01% 223
2022
Q4 		$35.9K Buy
1,370
+30
+2% +$866 ﹤0.01% 226
2022
Q3 		$37K Buy
1,340
+33
+3% +$881 ﹤0.01% 228
2022
Q2 		$31K Buy
1,307
+29
+2% +$834 ﹤0.01% 243
2022
Q1 		$38K Buy
1,278
+28
+2% +$822 ﹤0.01% 273
2021
Q4 		$34K Buy
1,250
+26
+2% +$725 ﹤0.01% 313
2021
Q3 		$35K Buy
1,224
+28
+2% +$777 ﹤0.01% 281
2021
Q2 		$36K Buy
+1,196
New +$35.6K ﹤0.01% 284
2020
Q4 		$22K Buy
+1,141
New +$18.7K ﹤0.01% 304

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

Albion Financial Group's CEQP Position: Q4 2023 in Review

Albion Financial Group sold out of Crestwood Equity Partners LP (CEQP) in Q4 2023, closing a stake of 1,478 shares — an estimated $43.2K sold.

Albion Financial Group first reported a position in CEQP in Q4 2020 and held it in 11 quarters. The position peaked at $43.2K in Q3 2023. 2 funds tracked by Wall St. Rank hold CEQP as of Q4 2023.

  • Albion Financial Group reported no remaining Crestwood Equity Partners LP position as of Q4 2023 after selling out during the quarter.
  • Albion Financial Group sold 1,478 Crestwood Equity Partners LP shares in Q4 2023, an estimated $43.2K.
  • Albion Financial Group first reported a position in Crestwood Equity Partners LP in Q4 2020 and held it in 11 quarters.
  • Albion Financial Group's Crestwood Equity Partners LP position peaked at $43.2K in Q3 2023.
  • 2 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q4 2023.

Based on Albion Financial Group's 13F filing for Q4 2023, filed 26 Jan 2024.