FWM
CEQP

Foresight Wealth Management’s Crestwood Equity Partners LP CEQP Stock Holding History

Foresight Wealth 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
2022
Q4 		– Sell
-9,500
Closed -$264K – 112
2022
Q3 		$264K Sell
9,500
-134
-1% -$3.58K 0.06% 86
2022
Q2 		$232K Buy
9,634
+191
+2% +$5.49K 0.05% 90
2022
Q1 		$283K Sell
9,443
-606
-6% -$17.8K 0.05% 84
2021
Q4 		$277K Buy
10,049
+115
+1% +$3.21K ﹤0.01% 103
2021
Q3 		$282K Sell
9,934
-484
-5% -$13.4K 0.06% 98
2021
Q2 		$312K Sell
10,418
-764
-7% -$22.7K 0.07% 95
2021
Q1 		$312K Sell
11,182
-502
-4% -$11.3K 0.08% 90
2020
Q4 		$222K Buy
11,684
+15
+0.1% +$245 0.06% 105
2020
Q3 		$145K Sell
11,669
-149
-1% -$2.01K 0.05% 90
2020
Q2 		$155K Buy
11,818
+501
+4% +$5.72K 0.07% 94
2020
Q1 		$48K Sell
11,317
-286
-2% -$6.19K 0.03% 93
2019
Q4 		$358K Sell
11,603
-643
-5% -$21.2K 0.22% 62
2019
Q3 		$447K Sell
12,246
-152
-1% -$5.51K 0.32% 56
2019
Q2 		$443K Buy
12,398
+174
+1% +$6.23K 0.33% 61
2019
Q1 		$430K Sell
12,224
-441
-3% -$14.3K 0.37% 59
2018
Q4 		$353K Buy
+12,665
New +$415K 0.37% 64

Other funds holding CEQP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
FRGX
First Reserve GP XIII Stamford, Connecticut $45.9M AUM 25.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

Foresight Wealth Management's CEQP Position: Q4 2022 in Review

Foresight Wealth Management sold out of Crestwood Equity Partners LP (CEQP) in Q4 2022, closing a stake of 9,500 shares — an estimated $264K sold.

Foresight Wealth Management first reported a position in CEQP in Q4 2018 and held it in 16 quarters. The position peaked at $447K in Q3 2019. 151 funds tracked by Wall St. Rank hold CEQP as of Q4 2022.

  • Foresight Wealth Management reported no remaining Crestwood Equity Partners LP position as of Q4 2022 after selling out during the quarter.
  • Foresight Wealth Management sold 9,500 Crestwood Equity Partners LP shares in Q4 2022, an estimated $264K.
  • Foresight Wealth Management first reported a position in Crestwood Equity Partners LP in Q4 2018 and held it in 16 quarters.
  • Foresight Wealth Management's Crestwood Equity Partners LP position peaked at $447K in Q3 2019.
  • 151 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q4 2022.

Based on Foresight Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.