BDO Wealth Advisors’s Crestwood Equity Partners LP CEQP Stock Holding History

BDO Wealth Advisors’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 Q2	$1.35K	Hold	51	–	–	﹤0.01%	881
2023 Q1	$1.27K	Hold	51	–	–	﹤0.01%	941
2022 Q4	$1.34K	Hold	51	–	–	﹤0.01%	892
2022 Q3	$1K	Hold	51	–	–	﹤0.01%	1012
2022 Q2	$1K	Sell	51 -1,400	-96%	-$40.2K	﹤0.01%	1030
2022 Q1	$43K	Hold	1,451	–	–	﹤0.01%	464
2021 Q4	$40K	Hold	1,451	–	–	﹤0.01%	485
2021 Q3	$41K	Buy	+1,451	New	+$40.3K	﹤0.01%	481
2021 Q2	–	Sell	-1,451	Closed	-$43.2K	–	482
2021 Q1	$41K	Buy	1,451 +751	+107%	+$16.9K	﹤0.01%	485
2020 Q4	$13K	Buy	+700	New	+$11.5K	﹤0.01%	530

Other funds holding CEQP

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

FRGX

First Reserve GP XIII Stamford, Connecticut $52.9M AUM 17.37% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

TCA

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

NIM

NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return

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

CCM

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

BDO Wealth Advisors's CEQP Position: Q2 2023 in Review

BDO Wealth Advisors held its Crestwood Equity Partners LP (CEQP) position steady in Q2 2023 at 51 shares worth $1.35K. The position accounts for ﹤0.01% of the portfolio, ranked #881.

BDO Wealth Advisors first reported a position in CEQP in Q4 2020 and has held it in 10 quarters since. The position peaked at $43K in Q1 2022. 154 funds tracked by Wall St. Rank hold CEQP as of Q2 2023.

BDO Wealth Advisors held 51 shares of Crestwood Equity Partners LP worth $1.35K as of Q2 2023.
BDO Wealth Advisors left its Crestwood Equity Partners LP share count unchanged in Q2 2023.
Crestwood Equity Partners LP made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #881 holding.
BDO Wealth Advisors first reported a position in Crestwood Equity Partners LP in Q4 2020 and has held it in 10 quarters since.
BDO Wealth Advisors's Crestwood Equity Partners LP position peaked at $43K in Q1 2022.
154 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.