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Private Wealth Management Group’s Cheniere Energy CQP Stock Holding History

Private Wealth Management Group’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
Q1 		– Sell
-178
Closed -$8.86K – 1518
2023
Q4 		$8.86K Buy
+178
New +$9.93K ﹤0.01% 435

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BC
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AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Private Wealth Management Group's CQP Position: Q1 2024 in Review

Private Wealth Management Group sold out of Cheniere Energy (CQP) in Q1 2024, closing a stake of 178 shares — an estimated $8.86K sold.

Private Wealth Management Group first reported a position in CQP in Q4 2023 and held it in 1 quarter. The position peaked at $8.86K in Q4 2023. 168 funds tracked by Wall St. Rank hold CQP as of Q1 2024.

  • Private Wealth Management Group reported no remaining Cheniere Energy position as of Q1 2024 after selling out during the quarter.
  • Private Wealth Management Group sold 178 Cheniere Energy shares in Q1 2024, an estimated $8.86K.
  • Private Wealth Management Group first reported a position in Cheniere Energy in Q4 2023 and held it in 1 quarter.
  • Private Wealth Management Group's Cheniere Energy position peaked at $8.86K in Q4 2023.
  • 168 funds tracked by Wall St. Rank held Cheniere Energy as of Q1 2024.

Based on Private Wealth Management Group's 13F filing for Q1 2024, filed 30 Apr 2024.