PSIWM
USDP

Paradigm Strategies in Wealth Management’s USD PARTNERS LP USDP Stock Holding History

Paradigm Strategies in 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
2021
Q2 		– Sell
-6,760
Closed -$40K – 273
2021
Q1 		$40K Buy
+6,760
New +$33.7K 0.04% 110

Other funds holding USDP

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Paradigm Strategies in Wealth Management's USDP Position: Q2 2021 in Review

Paradigm Strategies in Wealth Management sold out of USD PARTNERS LP (USDP) in Q2 2021, closing a stake of 6,760 shares — an estimated $40K sold.

Paradigm Strategies in Wealth Management first reported a position in USDP in Q1 2021 and held it in 1 quarter. The position peaked at $40K in Q1 2021. 23 funds tracked by Wall St. Rank hold USDP as of Q2 2021.

  • Paradigm Strategies in Wealth Management reported no remaining USD PARTNERS LP position as of Q2 2021 after selling out during the quarter.
  • Paradigm Strategies in Wealth Management sold 6,760 USD PARTNERS LP shares in Q2 2021, an estimated $40K.
  • Paradigm Strategies in Wealth Management first reported a position in USD PARTNERS LP in Q1 2021 and held it in 1 quarter.
  • Paradigm Strategies in Wealth Management's USD PARTNERS LP position peaked at $40K in Q1 2021.
  • 23 funds tracked by Wall St. Rank held USD PARTNERS LP as of Q2 2021.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q2 2021, filed 30 Jul 2021.