JWM
CEQP

Janiczek Wealth Management’s Crestwood Equity Partners LP CEQP Stock Holding History

Janiczek Wealth Management’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
-10
Closed -$293 – 1185
2023
Q3 		$293 Hold
10
– – ﹤0.01% 1011
2023
Q2 		$265 Hold
10
– – ﹤0.01% 947
2023
Q1 		$253 Hold
10
– – ﹤0.01% 953
2022
Q4 		$275 Hold
10
– – ﹤0.01% 961
2022
Q3 		$0 Hold
10
– – ﹤0.01% 1077
2022
Q2 		$0 Hold
10
– – ﹤0.01% 1099
2022
Q1 		$0 Hold
10
– – ﹤0.01% 1099
2021
Q4 		$0 Buy
+10
New +$279 ﹤0.01% 1115

Other funds holding CEQP

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

Janiczek Wealth Management's CEQP Position: Q4 2023 in Review

Janiczek Wealth Management sold out of Crestwood Equity Partners LP (CEQP) in Q4 2023, closing a stake of 10 shares — an estimated $293 sold.

Janiczek Wealth Management first reported a position in CEQP in Q4 2021 and held it in 8 quarters. The position peaked at $293 in Q3 2023. 2 funds tracked by Wall St. Rank hold CEQP as of Q4 2023.

  • Janiczek Wealth Management reported no remaining Crestwood Equity Partners LP position as of Q4 2023 after selling out during the quarter.
  • Janiczek Wealth Management sold 10 Crestwood Equity Partners LP shares in Q4 2023, an estimated $293.
  • Janiczek Wealth Management first reported a position in Crestwood Equity Partners LP in Q4 2021 and held it in 8 quarters.
  • Janiczek Wealth Management's Crestwood Equity Partners LP position peaked at $293 in Q3 2023.
  • 2 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q4 2023.

Based on Janiczek Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.