Carson Wealth (CWM LLC)
CEQP

Carson Wealth (CWM LLC)’s Crestwood Equity Partners LP CEQP Stock Holding History

Carson Wealth (CWM LLC)’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
-25
Closed -$1K – 4655
2023
Q3 		$1K Hold
25
– – ﹤0.01% 4136
2023
Q2 		$1K Sell
25
-25
-50% -$635 ﹤0.01% 4133
2023
Q1 		$1K Buy
+50
New +$1.29K ﹤0.01% 3991

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

Carson Wealth (CWM LLC)'s CEQP Position: Q4 2023 in Review

Carson Wealth (CWM LLC) sold out of Crestwood Equity Partners LP (CEQP) in Q4 2023, closing a stake of 25 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in CEQP in Q1 2023 and held it in 3 quarters. The position peaked at $1K in Q3 2023. 2 funds tracked by Wall St. Rank hold CEQP as of Q4 2023.

  • Carson Wealth (CWM LLC) reported no remaining Crestwood Equity Partners LP position as of Q4 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 25 Crestwood Equity Partners LP shares in Q4 2023, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in Crestwood Equity Partners LP in Q1 2023 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s Crestwood Equity Partners LP position peaked at $1K in Q3 2023.
  • 2 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q4 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2023, filed 1 Feb 2024.