KFS
USDP

Kelly Financial Services’s USD PARTNERS LP USDP Stock Holding History

Kelly Financial Services’s Portfolio USDP Stock Details USDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-100
Closed -$402 – 705
2022
Q3 		$402 Buy
+100
New +$500 ﹤0.01% 625

Other funds holding USDP

ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Kelly Financial Services's USDP Position: Q4 2022 in Review

Kelly Financial Services sold out of USD PARTNERS LP (USDP) in Q4 2022, closing a stake of 100 shares — an estimated $402 sold.

Kelly Financial Services first reported a position in USDP in Q3 2022 and held it in 1 quarter. The position peaked at $402 in Q3 2022. 16 funds tracked by Wall St. Rank hold USDP as of Q4 2022.

  • Kelly Financial Services reported no remaining USD PARTNERS LP position as of Q4 2022 after selling out during the quarter.
  • Kelly Financial Services sold 100 USD PARTNERS LP shares in Q4 2022, an estimated $402.
  • Kelly Financial Services first reported a position in USD PARTNERS LP in Q3 2022 and held it in 1 quarter.
  • Kelly Financial Services's USD PARTNERS LP position peaked at $402 in Q3 2022.
  • 16 funds tracked by Wall St. Rank held USD PARTNERS LP as of Q4 2022.

Based on Kelly Financial Services's 13F filing for Q4 2022, filed 17 Jul 2024.