IC
ALPS

IEQ Capital’s Alpine Summit Energy Partners ALPS Stock Holding History

IEQ Capital’s Portfolio ALPS Stock Details ALPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-55,284
Closed -$33.2K – 979
2023
Q2 		$33.2K Hold
55,284
– – ﹤0.01% 886
2023
Q1 		$29.3K Buy
+55,284
New +$179K ﹤0.01% 881

Other funds holding ALPS

RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return
CCB
Cutter & Co Brokerage Ballwin, Missouri $423M AUM 15.02% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

IEQ Capital's ALPS Position: Q3 2023 in Review

IEQ Capital sold out of Alpine Summit Energy Partners (ALPS) in Q3 2023, closing a stake of 55,284 shares — an estimated $33.2K sold.

IEQ Capital first reported a position in ALPS in Q1 2023 and held it in 2 quarters. The position peaked at $33.2K in Q2 2023. 3 funds tracked by Wall St. Rank hold ALPS as of Q3 2023.

  • IEQ Capital reported no remaining Alpine Summit Energy Partners position as of Q3 2023 after selling out during the quarter.
  • IEQ Capital sold 55,284 Alpine Summit Energy Partners shares in Q3 2023, an estimated $33.2K.
  • IEQ Capital first reported a position in Alpine Summit Energy Partners in Q1 2023 and held it in 2 quarters.
  • IEQ Capital's Alpine Summit Energy Partners position peaked at $33.2K in Q2 2023.
  • 3 funds tracked by Wall St. Rank held Alpine Summit Energy Partners as of Q3 2023.

Based on IEQ Capital's 13F filing for Q3 2023, filed 6 Nov 2023.