GPS Wealth Strategies Group’s Crestwood Equity Partners LP CEQP Stock Holding History

GPS Wealth Strategies 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
2023 Q4	–	Sell	-2,041	Closed	-$59.7K	–	1326
2023 Q3	$59.7K	Buy	2,041 +49	+2%	+$1.37K	0.01%	445
2023 Q2	$52.8K	Buy	1,992 +54	+3%	+$1.37K	0.01%	486
2023 Q1	$48.3K	Buy	+1,938	New	+$49.9K	0.01%	488
2022 Q4	–	Sell	-1,050	Closed	-$29K	–	1154
2022 Q3	$29K	Buy	1,050 +26	+3%	+$694	0.01%	537
2022 Q2	$25K	Buy	+1,024	New	+$29.4K	0.01%	577

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

GPS Wealth Strategies Group's CEQP Position: Q4 2023 in Review

GPS Wealth Strategies Group sold out of Crestwood Equity Partners LP (CEQP) in Q4 2023, closing a stake of 2,041 shares — an estimated $59.7K sold.

GPS Wealth Strategies Group first reported a position in CEQP in Q2 2022 and held it in 5 quarters. The position peaked at $59.7K in Q3 2023. 2 funds tracked by Wall St. Rank hold CEQP as of Q4 2023.

GPS Wealth Strategies Group reported no remaining Crestwood Equity Partners LP position as of Q4 2023 after selling out during the quarter.
GPS Wealth Strategies Group sold 2,041 Crestwood Equity Partners LP shares in Q4 2023, an estimated $59.7K.
GPS Wealth Strategies Group first reported a position in Crestwood Equity Partners LP in Q2 2022 and held it in 5 quarters.
GPS Wealth Strategies Group's Crestwood Equity Partners LP position peaked at $59.7K in Q3 2023.
2 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q4 2023.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2023, filed 12 Jan 2024.