AWM
CEQP

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

Apollon 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
-23,992
Closed -$702K – 1118
2023
Q3 		$702K Buy
23,992
+139
+0.6% +$3.9K 0.04% 458
2023
Q2 		$632K Buy
23,853
+12,502
+110% +$317K 0.03% 532
2023
Q1 		$283K Buy
11,351
+1,106
+11% +$28.5K 0.02% 691
2022
Q4 		$268K Buy
10,245
+26
+0.3% +$751 0.02% 694
2022
Q3 		$284K Buy
+10,219
New +$273K 0.02% 620

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

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

Apollon Wealth Management sold out of Crestwood Equity Partners LP (CEQP) in Q4 2023, closing a stake of 23,992 shares — an estimated $702K sold.

Apollon Wealth Management first reported a position in CEQP in Q3 2022 and held it in 5 quarters. The position peaked at $702K in Q3 2023. 2 funds tracked by Wall St. Rank hold CEQP as of Q4 2023.

  • Apollon Wealth Management reported no remaining Crestwood Equity Partners LP position as of Q4 2023 after selling out during the quarter.
  • Apollon Wealth Management sold 23,992 Crestwood Equity Partners LP shares in Q4 2023, an estimated $702K.
  • Apollon Wealth Management first reported a position in Crestwood Equity Partners LP in Q3 2022 and held it in 5 quarters.
  • Apollon Wealth Management's Crestwood Equity Partners LP position peaked at $702K in Q3 2023.
  • 2 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q4 2023.

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