GWSA
CEQP

Global Wealth Strategies & Associates’s Crestwood Equity Partners LP CEQP Stock Holding History

Global Wealth Strategies & Associates’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
-100
Closed -$2.92K – 364
2023
Q3 		$2.92K Hold
100
– – ﹤0.01% 237
2023
Q2 		$2.65K Hold
100
– – ﹤0.01% 239
2023
Q1 		$2.49K Hold
100
– – ﹤0.01% 250
2022
Q4 		$2.62K Buy
+100
New +$2.89K ﹤0.01% 255

Other funds holding CEQP

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return

Global Wealth Strategies & Associates's CEQP Position: Q4 2023 in Review

Global Wealth Strategies & Associates sold out of Crestwood Equity Partners LP (CEQP) in Q4 2023, closing a stake of 100 shares — an estimated $2.92K sold.

Global Wealth Strategies & Associates first reported a position in CEQP in Q4 2022 and held it in 4 quarters. The position peaked at $2.92K in Q3 2023. 2 funds tracked by Wall St. Rank hold CEQP as of Q4 2023.

  • Global Wealth Strategies & Associates reported no remaining Crestwood Equity Partners LP position as of Q4 2023 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 100 Crestwood Equity Partners LP shares in Q4 2023, an estimated $2.92K.
  • Global Wealth Strategies & Associates first reported a position in Crestwood Equity Partners LP in Q4 2022 and held it in 4 quarters.
  • Global Wealth Strategies & Associates's Crestwood Equity Partners LP position peaked at $2.92K in Q3 2023.
  • 2 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q4 2023.

Based on Global Wealth Strategies & Associates's 13F filing for Q4 2023, filed 2 Jan 2024.