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

GDS 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
2023 Q4	–	Sell	-8,000	Closed	-$234K	–	136
2023 Q3	$234K	Hold	8,000	–	–	0.04%	110
2023 Q2	$212K	Buy	+8,000	New	+$203K	0.03%	119

Other funds holding CEQP

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

GDS Wealth Management's CEQP Position: Q4 2023 in Review

GDS Wealth Management sold out of Crestwood Equity Partners LP (CEQP) in Q4 2023, closing a stake of 8,000 shares — an estimated $234K sold.

GDS Wealth Management first reported a position in CEQP in Q2 2023 and held it in 2 quarters. The position peaked at $234K in Q3 2023. 2 funds tracked by Wall St. Rank hold CEQP as of Q4 2023.

GDS Wealth Management reported no remaining Crestwood Equity Partners LP position as of Q4 2023 after selling out during the quarter.
GDS Wealth Management sold 8,000 Crestwood Equity Partners LP shares in Q4 2023, an estimated $234K.
GDS Wealth Management first reported a position in Crestwood Equity Partners LP in Q2 2023 and held it in 2 quarters.
GDS Wealth Management's Crestwood Equity Partners LP position peaked at $234K in Q3 2023.
2 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q4 2023.

Based on GDS Wealth Management's 13F filing for Q4 2023, filed 7 Feb 2024.