PIWA
CEQP

Prevail Innovative Wealth Advisors’s Crestwood Equity Partners LP CEQP Stock Holding History

Prevail Innovative Wealth Advisors’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
2023
Q4 		– Sell
-10,001
Closed -$293K – 163
2023
Q3 		$293K Hold
10,001
– – 0.15% 108
2023
Q2 		$265K Buy
+10,001
New +$254K 0.15% 90

Other funds holding CEQP

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

Prevail Innovative Wealth Advisors's CEQP Position: Q4 2023 in Review

Prevail Innovative Wealth Advisors sold out of Crestwood Equity Partners LP (CEQP) in Q4 2023, closing a stake of 10,001 shares — an estimated $293K sold.

Prevail Innovative Wealth Advisors first reported a position in CEQP in Q2 2023 and held it in 2 quarters. The position peaked at $293K in Q3 2023. 2 funds tracked by Wall St. Rank hold CEQP as of Q4 2023.

  • Prevail Innovative Wealth Advisors reported no remaining Crestwood Equity Partners LP position as of Q4 2023 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 10,001 Crestwood Equity Partners LP shares in Q4 2023, an estimated $293K.
  • Prevail Innovative Wealth Advisors first reported a position in Crestwood Equity Partners LP in Q2 2023 and held it in 2 quarters.
  • Prevail Innovative Wealth Advisors's Crestwood Equity Partners LP position peaked at $293K in Q3 2023.
  • 2 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q4 2023.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.