IFP Advisors’s DCP Midstream, LP DCP Stock Holding History

IFP 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
2023 Q3	–	Sell	-1,535	Closed	-$64K	–	3616
2023 Q2	$64K	Buy	1,535 +670	+77%	+$27.9K	﹤0.01%	1508
2023 Q1	$36.3K	Sell	865 -3,988	-82%	-$166K	﹤0.01%	1739
2022 Q4	$204K	Buy	4,853 +636	+15%	+$24.6K	0.01%	1343
2022 Q3	$177K	Buy	4,217 +5	+0.1%	+$175	﹤0.01%	1482
2022 Q2	$176K	Hold	4,212	–	–	0.01%	1342
2022 Q1	$176K	Buy	+4,212	New	+$130K	0.01%	1342
2018 Q2	–	Sell	-370	Closed	-$13K	–	4111
2018 Q1	$13K	Hold	370	–	–	﹤0.01%	2648
2017 Q4	$13K	Hold	370	–	–	﹤0.01%	2685
2017 Q3	$13K	Sell	370 -80	-18%	-$2.63K	﹤0.01%	2902
2017 Q2	$15K	Buy	+450	New	+$16K	﹤0.01%	2771

Other funds holding DCP

CAS

Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return

IFP Advisors's DCP Position: Q3 2023 in Review

IFP Advisors sold out of DCP Midstream, LP (DCP) in Q3 2023, closing a stake of 1,535 shares — an estimated $64K sold.

IFP Advisors first reported a position in DCP in Q2 2017 and held it in 10 quarters. The position peaked at $204K in Q4 2022. 1 fund tracked by Wall St. Rank holds DCP as of Q3 2023.

IFP Advisors reported no remaining DCP Midstream, LP position as of Q3 2023 after selling out during the quarter.
IFP Advisors sold 1,535 DCP Midstream, LP shares in Q3 2023, an estimated $64K.
IFP Advisors first reported a position in DCP Midstream, LP in Q2 2017 and held it in 10 quarters.
IFP Advisors's DCP Midstream, LP position peaked at $204K in Q4 2022.
1 fund tracked by Wall St. Rank held DCP Midstream, LP as of Q3 2023.

Based on IFP Advisors's 13F filing for Q3 2023, filed 12 Oct 2023.