Altus Wealth Group’s DCP Midstream, LP DCP Stock Holding History

Altus Wealth Group’s Portfolio DCP Stock Details DCP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-7,162	Closed	-$202K	–	159
2022 Q3	$202K	Hold	7,162	–	–	0.2%	105
2022 Q2	$202K	Hold	7,162	–	–	0.2%	105
2022 Q1	$240K	Buy	+7,162	New	+$220K	0.2%	97
2021 Q4	–	Sell	-7,162	Closed	-$202K	–	116
2021 Q3	$202K	Hold	7,162	–	–	0.2%	105
2021 Q2	$220K	Buy	+7,162	New	+$185K	0.21%	101
2021 Q1	–	Sell	-7,162	Closed	-$133K	–	819
2020 Q4	$133K	Buy	+7,162	New	+$113K	0.13%	121

Other funds holding DCP

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Altus Wealth Group's DCP Position: Q4 2022 in Review

Altus Wealth Group sold out of DCP Midstream, LP (DCP) in Q4 2022, closing a stake of 7,162 shares — an estimated $202K sold.

Altus Wealth Group first reported a position in DCP in Q4 2020 and held it in 6 quarters. The position peaked at $240K in Q1 2022. 148 funds tracked by Wall St. Rank hold DCP as of Q4 2022.

Altus Wealth Group reported no remaining DCP Midstream, LP position as of Q4 2022 after selling out during the quarter.
Altus Wealth Group sold 7,162 DCP Midstream, LP shares in Q4 2022, an estimated $202K.
Altus Wealth Group first reported a position in DCP Midstream, LP in Q4 2020 and held it in 6 quarters.
Altus Wealth Group's DCP Midstream, LP position peaked at $240K in Q1 2022.
148 funds tracked by Wall St. Rank held DCP Midstream, LP as of Q4 2022.

Based on Altus Wealth Group's 13F filing for Q4 2022, filed 18 Jan 2023.