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

AllSquare 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	-300	Closed	-$8.78K	–	551
2023 Q3	$8.78K	Hold	300	–	–	0.01%	379
2023 Q2	$7.63K	Hold	300	–	–	0.01%	408
2023 Q1	$7.48K	Buy	+300	New	+$7.73K	﹤0.01%	405

Other funds holding CEQP

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

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

AllSquare Wealth Management sold out of Crestwood Equity Partners LP (CEQP) in Q4 2023, closing a stake of 300 shares — an estimated $8.78K sold.

AllSquare Wealth Management first reported a position in CEQP in Q1 2023 and held it in 3 quarters. The position peaked at $8.78K in Q3 2023. 2 funds tracked by Wall St. Rank hold CEQP as of Q4 2023.

AllSquare Wealth Management reported no remaining Crestwood Equity Partners LP position as of Q4 2023 after selling out during the quarter.
AllSquare Wealth Management sold 300 Crestwood Equity Partners LP shares in Q4 2023, an estimated $8.78K.
AllSquare Wealth Management first reported a position in Crestwood Equity Partners LP in Q1 2023 and held it in 3 quarters.
AllSquare Wealth Management's Crestwood Equity Partners LP position peaked at $8.78K in Q3 2023.
2 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q4 2023.

Based on AllSquare Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.