Clearview Wealth Advisors’s DCP Midstream, LP DCP Stock Holding History

Clearview Wealth Advisors’s Portfolio DCP Stock Details DCP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-852	Closed	-$33K	–	715
2022 Q4	$33K	Hold	852	–	–	0.03%	193
2022 Q3	$32K	Hold	852	–	–	0.03%	204
2022 Q2	$25K	Hold	852	–	–	0.02%	254
2022 Q1	$29K	Hold	852	–	–	0.02%	255
2021 Q4	$23K	Hold	852	–	–	0.01%	318
2021 Q3	$24K	Hold	852	–	–	0.02%	313
2021 Q2	$26K	Hold	852	–	–	0.02%	313
2021 Q1	$18K	Hold	852	–	–	0.01%	347
2020 Q4	$16K	Buy	+852	New	+$13.4K	0.01%	325

Other funds holding DCP

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

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

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

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

TCA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FTCM

First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Clearview Wealth Advisors's DCP Position: Q1 2023 in Review

Clearview Wealth Advisors sold out of DCP Midstream, LP (DCP) in Q1 2023, closing a stake of 852 shares — an estimated $33K sold.

Clearview Wealth Advisors first reported a position in DCP in Q4 2020 and held it in 9 quarters. The position peaked at $33K in Q4 2022. 126 funds tracked by Wall St. Rank hold DCP as of Q1 2023.

Clearview Wealth Advisors reported no remaining DCP Midstream, LP position as of Q1 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 852 DCP Midstream, LP shares in Q1 2023, an estimated $33K.
Clearview Wealth Advisors first reported a position in DCP Midstream, LP in Q4 2020 and held it in 9 quarters.
Clearview Wealth Advisors's DCP Midstream, LP position peaked at $33K in Q4 2022.
126 funds tracked by Wall St. Rank held DCP Midstream, LP as of Q1 2023.

Based on Clearview Wealth Advisors's 13F filing for Q1 2023, filed 12 Apr 2023.