Icon Wealth Advisors’s DCP Midstream, LP DCP Stock Holding History

Icon Wealth Advisors’s Portfolio DCP Stock Details DCP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-4,041	Closed	-$152K	–	414
2022 Q3	$152K	Buy	+4,041	New	+$141K	0.02%	333

Other funds holding DCP

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Icon Wealth Advisors's DCP Position: Q4 2022 in Review

Icon Wealth Advisors sold out of DCP Midstream, LP (DCP) in Q4 2022, closing a stake of 4,041 shares — an estimated $152K sold.

Icon Wealth Advisors first reported a position in DCP in Q3 2022 and held it in 1 quarter. The position peaked at $152K in Q3 2022. 148 funds tracked by Wall St. Rank hold DCP as of Q4 2022.

Icon Wealth Advisors reported no remaining DCP Midstream, LP position as of Q4 2022 after selling out during the quarter.
Icon Wealth Advisors sold 4,041 DCP Midstream, LP shares in Q4 2022, an estimated $152K.
Icon Wealth Advisors first reported a position in DCP Midstream, LP in Q3 2022 and held it in 1 quarter.
Icon Wealth Advisors's DCP Midstream, LP position peaked at $152K in Q3 2022.
148 funds tracked by Wall St. Rank held DCP Midstream, LP as of Q4 2022.

Based on Icon Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.