Fortitude Advisory Group’s Crestwood Equity Partners LP CEQP Stock Holding History

Fortitude Advisory Group’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	-8,616	Closed	-$249K	–	231
2022 Q3	$239K	Buy	+8,616	New	+$230K	0.23%	132
2022 Q2	–	Sell	-5,474	Closed	-$157K	–	1402
2022 Q1	$164K	Sell	5,474 -865	-14%	-$25.4K	0.09%	235
2021 Q4	$175K	Buy	+6,339	New	+$177K	0.09%	224

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

ClearBridge Investments New York $115B AUM 24.78% 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

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Fortitude Advisory Group's CEQP Position: Q4 2022 in Review

Fortitude Advisory Group sold out of Crestwood Equity Partners LP (CEQP) in Q4 2022, closing a stake of 8,616 shares — an estimated $249K sold.

Fortitude Advisory Group first reported a position in CEQP in Q4 2021 and held it in 3 quarters. The position peaked at $239K in Q3 2022. 151 funds tracked by Wall St. Rank hold CEQP as of Q4 2022.

Fortitude Advisory Group reported no remaining Crestwood Equity Partners LP position as of Q4 2022 after selling out during the quarter.
Fortitude Advisory Group sold 8,616 Crestwood Equity Partners LP shares in Q4 2022, an estimated $249K.
Fortitude Advisory Group first reported a position in Crestwood Equity Partners LP in Q4 2021 and held it in 3 quarters.
Fortitude Advisory Group's Crestwood Equity Partners LP position peaked at $239K in Q3 2022.
151 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q4 2022.

Based on Fortitude Advisory Group's 13F filing for Q4 2022, filed 13 Feb 2023.