SWM
DCP

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

Spire 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
2021
Q4 		– Sell
-2,768
Closed -$78K – 3024
2021
Q3 		$78K Buy
2,768
+12
+0.4% +$331 ﹤0.01% 1292
2021
Q2 		$85K Sell
2,756
-42
-2% -$1.08K ﹤0.01% 1249
2021
Q1 		$61K Buy
+2,798
New +$61.6K ﹤0.01% 1630

Other funds holding DCP

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $360M AUM 28.52% 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

Spire Wealth Management's DCP Position: Q4 2021 in Review

Spire Wealth Management sold out of DCP Midstream, LP (DCP) in Q4 2021, closing a stake of 2,768 shares — an estimated $78K sold.

Spire Wealth Management first reported a position in DCP in Q1 2021 and held it in 3 quarters. The position peaked at $85K in Q2 2021. 139 funds tracked by Wall St. Rank hold DCP as of Q4 2021.

  • Spire Wealth Management reported no remaining DCP Midstream, LP position as of Q4 2021 after selling out during the quarter.
  • Spire Wealth Management sold 2,768 DCP Midstream, LP shares in Q4 2021, an estimated $78K.
  • Spire Wealth Management first reported a position in DCP Midstream, LP in Q1 2021 and held it in 3 quarters.
  • Spire Wealth Management's DCP Midstream, LP position peaked at $85K in Q2 2021.
  • 139 funds tracked by Wall St. Rank held DCP Midstream, LP as of Q4 2021.

Based on Spire Wealth Management's 13F filing for Q4 2021, filed 14 Jan 2022.