MWM
USDP

MinichMacGregor Wealth Management’s USD PARTNERS LP USDP Stock Holding History

MinichMacGregor Wealth Management’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
2023
Q1 		– Sell
-6,717
Closed -$21.2K – 696
2022
Q4 		$21.2K Buy
+6,717
New +$25.5K 0.01% 308

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

MinichMacGregor Wealth Management sold out of USD PARTNERS LP (USDP) in Q1 2023, closing a stake of 6,717 shares — an estimated $21.2K sold.

MinichMacGregor Wealth Management first reported a position in USDP in Q4 2022 and held it in 1 quarter. The position peaked at $21.2K in Q4 2022. 15 funds tracked by Wall St. Rank hold USDP as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining USD PARTNERS LP position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 6,717 USD PARTNERS LP shares in Q1 2023, an estimated $21.2K.
  • MinichMacGregor Wealth Management first reported a position in USD PARTNERS LP in Q4 2022 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's USD PARTNERS LP position peaked at $21.2K in Q4 2022.
  • 15 funds tracked by Wall St. Rank held USD PARTNERS LP as of Q1 2023.

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