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

Stockman 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	-13,550	Closed	-$396K	–	189
2023 Q3	$396K	Buy	13,550 +200	+1%	+$5.61K	0.09%	116
2023 Q2	$354K	Buy	13,350 +300	+2%	+$7.62K	0.08%	130
2023 Q1	$325K	Hold	13,050	–	–	0.07%	145
2022 Q4	$342K	Hold	13,050	–	–	0.08%	139
2022 Q3	$362K	Hold	13,050	–	–	0.1%	119
2022 Q2	$314K	Sell	13,050 -4,500	-26%	-$129K	0.08%	137
2022 Q1	$433K	Buy	+17,550	New	+$515K	0.09%	124

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

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

Stockman Wealth Management sold out of Crestwood Equity Partners LP (CEQP) in Q4 2023, closing a stake of 13,550 shares — an estimated $396K sold.

Stockman Wealth Management first reported a position in CEQP in Q1 2022 and held it in 7 quarters. The position peaked at $433K in Q1 2022. 2 funds tracked by Wall St. Rank hold CEQP as of Q4 2023.

Stockman Wealth Management reported no remaining Crestwood Equity Partners LP position as of Q4 2023 after selling out during the quarter.
Stockman Wealth Management sold 13,550 Crestwood Equity Partners LP shares in Q4 2023, an estimated $396K.
Stockman Wealth Management first reported a position in Crestwood Equity Partners LP in Q1 2022 and held it in 7 quarters.
Stockman Wealth Management's Crestwood Equity Partners LP position peaked at $433K in Q1 2022.
2 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q4 2023.

Based on Stockman Wealth Management's 13F filing for Q4 2023, filed 1 Feb 2024.