Spire Wealth Management’s Crestwood Equity Partners LP CEQP Stock Holding History

Spire Wealth Management’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	-913	Closed	-$26.7K	–	2498
2023 Q3	$26.7K	Hold	913	–	–	﹤0.01%	1395
2023 Q2	$24.2K	Sell	913 -22	-2%	-$559	﹤0.01%	1512
2023 Q1	$23.3K	Buy	935 +913	+4,150%	+$23.5K	﹤0.01%	1559
2022 Q4	$1K	Buy	+22	New	+$635	﹤0.01%	2283
2022 Q3	–	Sell	-272	Closed	-$7K	–	2693
2022 Q2	$7K	Hold	272	–	–	﹤0.01%	2055
2022 Q1	$8K	Buy	272 +1	+0.4%	+$29	﹤0.01%	2134
2021 Q4	$7K	Sell	271 -1	-0.4%	-$28	﹤0.01%	2506
2021 Q3	$8K	Hold	272	–	–	﹤0.01%	2174
2021 Q2	$8K	Sell	272 -573	-68%	-$17.1K	﹤0.01%	2212
2021 Q1	$23K	Buy	+845	New	+$19K	﹤0.01%	2100

Other funds holding CEQP

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return

Spire Wealth Management's CEQP Position: Q4 2023 in Review

Spire Wealth Management sold out of Crestwood Equity Partners LP (CEQP) in Q4 2023, closing a stake of 913 shares — an estimated $26.7K sold.

Spire Wealth Management first reported a position in CEQP in Q1 2021 and held it in 10 quarters. The position peaked at $26.7K in Q3 2023. 2 funds tracked by Wall St. Rank hold CEQP as of Q4 2023.

Spire Wealth Management reported no remaining Crestwood Equity Partners LP position as of Q4 2023 after selling out during the quarter.
Spire Wealth Management sold 913 Crestwood Equity Partners LP shares in Q4 2023, an estimated $26.7K.
Spire Wealth Management first reported a position in Crestwood Equity Partners LP in Q1 2021 and held it in 10 quarters.
Spire Wealth Management's Crestwood Equity Partners LP position peaked at $26.7K in Q3 2023.
2 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q4 2023.

Based on Spire Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.