Arkadios Wealth Advisors’s USD PARTNERS LP USDP Stock Holding History

Arkadios Wealth Advisors’s Portfolio USDP Stock Details USDP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-750	Closed	-$5K	–	2102
2021 Q2	$5K	Buy	+750	New	+$4.72K	﹤0.01%	1748

Other funds holding USDP

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

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

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

TCA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

BRWM

B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Arkadios Wealth Advisors's USDP Position: Q3 2021 in Review

Arkadios Wealth Advisors sold out of USD PARTNERS LP (USDP) in Q3 2021, closing a stake of 750 shares — an estimated $5K sold.

Arkadios Wealth Advisors first reported a position in USDP in Q2 2021 and held it in 1 quarter. The position peaked at $5K in Q2 2021. 23 funds tracked by Wall St. Rank hold USDP as of Q3 2021.

Arkadios Wealth Advisors reported no remaining USD PARTNERS LP position as of Q3 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 750 USD PARTNERS LP shares in Q3 2021, an estimated $5K.
Arkadios Wealth Advisors first reported a position in USD PARTNERS LP in Q2 2021 and held it in 1 quarter.
Arkadios Wealth Advisors's USD PARTNERS LP position peaked at $5K in Q2 2021.
23 funds tracked by Wall St. Rank held USD PARTNERS LP as of Q3 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.