Segment Wealth Management’s DCP Midstream, LP DCP Stock Holding History

Segment Wealth Management’s Portfolio DCP Stock Details DCP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-13,000	Closed	-$542K	–	222
2023 Q1	$542K	Hold	13,000	–	–	0.06%	140
2022 Q4	$504K	Hold	13,000	–	–	0.06%	142
2022 Q3	$488K	Hold	13,000	–	–	0.06%	138
2022 Q2	$385K	Hold	13,000	–	–	0.05%	162
2022 Q1	$436K	Hold	13,000	–	–	0.04%	177
2021 Q4	$357K	Hold	13,000	–	–	0.04%	192
2021 Q3	$367K	Hold	13,000	–	–	0.04%	176
2021 Q2	$399K	Hold	13,000	–	–	0.05%	176
2021 Q1	$282K	Hold	13,000	–	–	0.04%	197
2020 Q4	$241K	Hold	13,000	–	–	0.03%	197
2020 Q3	$145K	Hold	13,000	–	–	0.02%	199
2020 Q2	$147K	Hold	13,000	–	–	0.03%	191
2020 Q1	$53K	Buy	+13,000	New	+$216K	0.01%	185
2014 Q1	–	Sell	-7,517	Closed	-$378K	–	158
2013 Q4	$378K	Buy	7,517 +1,000	+15%	+$48.1K	0.19%	102
2013 Q3	$324K	Buy	+6,517	New	+$332K	0.18%	112

Other funds holding DCP

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Segment Wealth Management's DCP Position: Q2 2023 in Review

Segment Wealth Management sold out of DCP Midstream, LP (DCP) in Q2 2023, closing a stake of 13,000 shares — an estimated $542K sold.

Segment Wealth Management first reported a position in DCP in Q3 2013 and held it in 15 quarters. The position peaked at $542K in Q1 2023. 1 fund tracked by Wall St. Rank holds DCP as of Q2 2023.

Segment Wealth Management reported no remaining DCP Midstream, LP position as of Q2 2023 after selling out during the quarter.
Segment Wealth Management sold 13,000 DCP Midstream, LP shares in Q2 2023, an estimated $542K.
Segment Wealth Management first reported a position in DCP Midstream, LP in Q3 2013 and held it in 15 quarters.
Segment Wealth Management's DCP Midstream, LP position peaked at $542K in Q1 2023.
1 fund tracked by Wall St. Rank held DCP Midstream, LP as of Q2 2023.

Based on Segment Wealth Management's 13F filing for Q2 2023, filed 21 Jul 2023.