Spire Wealth Management’s Cypress Environmental Partners, L.P. CELP Stock Holding History

Spire Wealth Management’s Portfolio CELP Stock Details CELP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-33,019	Closed	-$37K	–	3017
2021 Q4	$37K	Buy	+33,019	New	+$47.2K	﹤0.01%	1867
2021 Q2	–	Sell	-48,916	Closed	-$125K	–	3132
2021 Q1	$125K	Buy	+48,916	New	+$144K	﹤0.01%	1296

Other funds holding CELP

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Spire Wealth Management's CELP Position: Q1 2022 in Review

Spire Wealth Management sold out of Cypress Environmental Partners, L.P. (CELP) in Q1 2022, closing a stake of 33,019 shares — an estimated $37K sold.

Spire Wealth Management first reported a position in CELP in Q1 2021 and held it in 2 quarters. The position peaked at $125K in Q1 2021. 11 funds tracked by Wall St. Rank hold CELP as of Q1 2022.

Spire Wealth Management reported no remaining Cypress Environmental Partners, L.P. position as of Q1 2022 after selling out during the quarter.
Spire Wealth Management sold 33,019 Cypress Environmental Partners, L.P. shares in Q1 2022, an estimated $37K.
Spire Wealth Management first reported a position in Cypress Environmental Partners, L.P. in Q1 2021 and held it in 2 quarters.
Spire Wealth Management's Cypress Environmental Partners, L.P. position peaked at $125K in Q1 2021.
11 funds tracked by Wall St. Rank held Cypress Environmental Partners, L.P. as of Q1 2022.

Based on Spire Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.