BAM
CEQP

Belpointe Asset Management’s Crestwood Equity Partners LP CEQP Stock Holding History

Belpointe Asset 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
Q2 		– Sell
-377
Closed -$9.4K – 3638
2023
Q1 		$9.4K Buy
377
+65
+21% +$1.68K ﹤0.01% 2752
2022
Q4 		$8.18K Buy
+312
New +$9.01K ﹤0.01% 2718

Other funds holding CEQP

AA
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ClearBridge Investments
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
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

Belpointe Asset Management's CEQP Position: Q2 2023 in Review

Belpointe Asset Management sold out of Crestwood Equity Partners LP (CEQP) in Q2 2023, closing a stake of 377 shares — an estimated $9.4K sold.

Belpointe Asset Management first reported a position in CEQP in Q4 2022 and held it in 2 quarters. The position peaked at $9.4K in Q1 2023. 154 funds tracked by Wall St. Rank hold CEQP as of Q2 2023.

  • Belpointe Asset Management reported no remaining Crestwood Equity Partners LP position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 377 Crestwood Equity Partners LP shares in Q2 2023, an estimated $9.4K.
  • Belpointe Asset Management first reported a position in Crestwood Equity Partners LP in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Crestwood Equity Partners LP position peaked at $9.4K in Q1 2023.
  • 154 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.