PFA
USDP

Professional Financial Advisors’s USD PARTNERS LP USDP Stock Holding History

Professional Financial Advisors’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
2022
Q4 		– Sell
-1,375
Closed -$6K – 498
2022
Q3 		$6K Hold
1,375
– – ﹤0.01% 354
2022
Q2 		$7K Hold
1,375
– – ﹤0.01% 342
2022
Q1 		$8K Hold
1,375
– – ﹤0.01% 344
2021
Q4 		$7K Hold
1,375
– – ﹤0.01% 353
2021
Q3 		$9K Hold
1,375
– – 0.01% 281
2021
Q2 		$10K Hold
1,375
– – 0.01% 275
2021
Q1 		$8K Hold
1,375
– – 0.01% 265
2020
Q4 		$5K Hold
1,375
– – ﹤0.01% 296
2020
Q3 		$4K Buy
+1,375
New +$4.54K ﹤0.01% 295

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

Professional Financial Advisors's USDP Position: Q4 2022 in Review

Professional Financial Advisors sold out of USD PARTNERS LP (USDP) in Q4 2022, closing a stake of 1,375 shares — an estimated $6K sold.

Professional Financial Advisors first reported a position in USDP in Q3 2020 and held it in 9 quarters. The position peaked at $10K in Q2 2021. 16 funds tracked by Wall St. Rank hold USDP as of Q4 2022.

  • Professional Financial Advisors reported no remaining USD PARTNERS LP position as of Q4 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 1,375 USD PARTNERS LP shares in Q4 2022, an estimated $6K.
  • Professional Financial Advisors first reported a position in USD PARTNERS LP in Q3 2020 and held it in 9 quarters.
  • Professional Financial Advisors's USD PARTNERS LP position peaked at $10K in Q2 2021.
  • 16 funds tracked by Wall St. Rank held USD PARTNERS LP as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.