IWP
DCP

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

Icon Wealth Partners’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
2023
Q2 		– Sell
-3,806
Closed -$159K – 437
2023
Q1 		$159K Buy
+3,806
New +$158K 0.02% 342
2019
Q2 		– Sell
-3,506
Closed -$116K – 825
2019
Q1 		$116K Buy
+3,506
New +$112K 0.04% 210
2018
Q4 		– Sell
-2,864
Closed -$113K – 267
2018
Q3 		$113K Hold
2,864
– – 0.05% 253
2018
Q2 		$113K Hold
2,864
– – 0.05% 220
2018
Q1 		$101K Buy
2,864
+57
+2% +$2.17K 0.05% 253
2017
Q4 		$102K Buy
+2,807
New +$97.7K 0.05% 273

Other funds holding DCP

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Icon Wealth Partners's DCP Position: Q2 2023 in Review

Icon Wealth Partners sold out of DCP Midstream, LP (DCP) in Q2 2023, closing a stake of 3,806 shares — an estimated $159K sold.

Icon Wealth Partners first reported a position in DCP in Q4 2017 and held it in 6 quarters. The position peaked at $159K in Q1 2023. 1 fund tracked by Wall St. Rank holds DCP as of Q2 2023.

  • Icon Wealth Partners reported no remaining DCP Midstream, LP position as of Q2 2023 after selling out during the quarter.
  • Icon Wealth Partners sold 3,806 DCP Midstream, LP shares in Q2 2023, an estimated $159K.
  • Icon Wealth Partners first reported a position in DCP Midstream, LP in Q4 2017 and held it in 6 quarters.
  • Icon Wealth Partners's DCP Midstream, LP position peaked at $159K in Q1 2023.
  • 1 fund tracked by Wall St. Rank held DCP Midstream, LP as of Q2 2023.

Based on Icon Wealth Partners's 13F filing for Q2 2023, filed 3 Aug 2023.