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Optimum Investment Advisors’s Cheniere Energy CQP Stock Holding History

Optimum Investment Advisors’s Portfolio CQP Stock Details CQP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-350
Closed -$17.2K – 642
2024
Q2 		$17.2K Hold
350
– – 0.01% 463
2024
Q1 		$17.3K Hold
350
– – 0.01% 468
2023
Q4 		$17.4K Hold
350
– – 0.01% 461
2023
Q3 		$19K Hold
350
– – 0.01% 477
2023
Q2 		$16.1K Hold
350
– – 0.01% 502
2023
Q1 		$16.6K Sell
350
-800
-70% -$40.9K 0.01% 500
2022
Q4 		$65.4K Buy
1,150
+800
+229% +$45.8K 0.04% 339
2022
Q3 		$19K Hold
350
– – 0.01% 499
2022
Q2 		$16K Hold
350
– – 0.01% 540
2022
Q1 		$20K Hold
350
– – 0.01% 561
2021
Q4 		$15K Hold
350
– – 0.01% 628
2021
Q3 		$14K Hold
350
– – 0.01% 637
2021
Q2 		$16K Hold
350
– – 0.01% 693
2021
Q1 		$15K Hold
350
– – ﹤0.01% 710
2020
Q4 		$12K Sell
350
-250
-42% -$9.07K ﹤0.01% 698
2020
Q3 		$20K Sell
600
-500
-45% -$17.6K 0.01% 606
2020
Q2 		$38K Sell
1,100
-1,400
-56% -$46.9K 0.01% 491
2020
Q1 		$68K Sell
2,500
-1,300
-34% -$44.5K 0.03% 365
2019
Q4 		$151K Hold
3,800
– – 0.04% 318
2019
Q3 		$173K Hold
3,800
– – 0.05% 292
2019
Q2 		$160K Sell
3,800
-250
-6% -$10.6K 0.05% 301
2019
Q1 		$170K Buy
+4,050
New +$167K 0.06% 291

Other funds holding CQP

Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Optimum Investment Advisors's CQP Position: Q3 2024 in Review

Optimum Investment Advisors sold out of Cheniere Energy (CQP) in Q3 2024, closing a stake of 350 shares — an estimated $17.2K sold.

Optimum Investment Advisors first reported a position in CQP in Q1 2019 and held it in 22 quarters. The position peaked at $173K in Q3 2019. 171 funds tracked by Wall St. Rank hold CQP as of Q3 2024.

  • Optimum Investment Advisors reported no remaining Cheniere Energy position as of Q3 2024 after selling out during the quarter.
  • Optimum Investment Advisors sold 350 Cheniere Energy shares in Q3 2024, an estimated $17.2K.
  • Optimum Investment Advisors first reported a position in Cheniere Energy in Q1 2019 and held it in 22 quarters.
  • Optimum Investment Advisors's Cheniere Energy position peaked at $173K in Q3 2019.
  • 171 funds tracked by Wall St. Rank held Cheniere Energy as of Q3 2024.

Based on Optimum Investment Advisors's 13F filing for Q3 2024, filed 16 Oct 2024.