Laird Norton Wetherby Wealth Management’s Crestwood Equity Partners LP CEQP Stock Holding History

Laird Norton Wetherby 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
2022 Q2	–	Sell	-43,300	Closed	-$483K	–	995
2022 Q1	$483K	Buy	43,300 +300	+0.7%	+$8.8K	0.03%	533
2021 Q4	$423K	Sell	43,000 -2,000	-4%	-$55.7K	0.02%	584
2021 Q3	$450K	Buy	45,000 +5,000	+13%	+$139K	0.03%	542
2021 Q2	$375K	Buy	+40,000	New	+$1.19M	0.02%	628
2021 Q1	–	Sell	-30,000	Closed	-$224K	–	922
2020 Q4	$224K	Buy	+30,000	New	+$491K	0.02%	779

Other funds holding CEQP

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

ICA

Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's CEQP Position: Q2 2022 in Review

Laird Norton Wetherby Wealth Management sold out of Crestwood Equity Partners LP (CEQP) in Q2 2022, closing a stake of 43,300 shares — an estimated $483K sold.

Laird Norton Wetherby Wealth Management first reported a position in CEQP in Q4 2020 and held it in 5 quarters. The position peaked at $483K in Q1 2022. 156 funds tracked by Wall St. Rank hold CEQP as of Q2 2022.

Laird Norton Wetherby Wealth Management reported no remaining Crestwood Equity Partners LP position as of Q2 2022 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 43,300 Crestwood Equity Partners LP shares in Q2 2022, an estimated $483K.
Laird Norton Wetherby Wealth Management first reported a position in Crestwood Equity Partners LP in Q4 2020 and held it in 5 quarters.
Laird Norton Wetherby Wealth Management's Crestwood Equity Partners LP position peaked at $483K in Q1 2022.
156 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q2 2022.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.