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MinichMacGregor Wealth Management’s USA Compression Partners USAC Stock Holding History

MinichMacGregor Wealth Management’s Portfolio USAC Stock Details USAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-3,083
Closed -$60.2K – 615
2022
Q4 		$60.2K Buy
+3,083
New +$56.9K 0.02% 167

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EIP
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RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

MinichMacGregor Wealth Management's USAC Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of USA Compression Partners (USAC) in Q1 2023, closing a stake of 3,083 shares — an estimated $60.2K sold.

MinichMacGregor Wealth Management first reported a position in USAC in Q4 2022 and held it in 1 quarter. The position peaked at $60.2K in Q4 2022. 75 funds tracked by Wall St. Rank hold USAC as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining USA Compression Partners position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 3,083 USA Compression Partners shares in Q1 2023, an estimated $60.2K.
  • MinichMacGregor Wealth Management first reported a position in USA Compression Partners in Q4 2022 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's USA Compression Partners position peaked at $60.2K in Q4 2022.
  • 75 funds tracked by Wall St. Rank held USA Compression Partners as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.