Stratos Wealth Advisors’s Crestwood Equity Partners LP CEQP Stock Holding History

Stratos Wealth Advisors’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	-10,000	Closed	-$293K	–	744
2023 Q3	$293K	Hold	10,000	–	–	0.02%	536
2023 Q2	$265K	Hold	10,000	–	–	0.02%	540
2023 Q1	$249K	Buy	10,000 +500	+5%	+$12.9K	0.02%	532
2022 Q4	$249K	Buy	+9,500	New	+$274K	0.02%	506

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

Stratos Wealth Advisors's CEQP Position: Q4 2023 in Review

Stratos Wealth Advisors sold out of Crestwood Equity Partners LP (CEQP) in Q4 2023, closing a stake of 10,000 shares — an estimated $293K sold.

Stratos Wealth Advisors first reported a position in CEQP in Q4 2022 and held it in 4 quarters. The position peaked at $293K in Q3 2023. 2 funds tracked by Wall St. Rank hold CEQP as of Q4 2023.

Stratos Wealth Advisors reported no remaining Crestwood Equity Partners LP position as of Q4 2023 after selling out during the quarter.
Stratos Wealth Advisors sold 10,000 Crestwood Equity Partners LP shares in Q4 2023, an estimated $293K.
Stratos Wealth Advisors first reported a position in Crestwood Equity Partners LP in Q4 2022 and held it in 4 quarters.
Stratos Wealth Advisors's Crestwood Equity Partners LP position peaked at $293K in Q3 2023.
2 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q4 2023.

Based on Stratos Wealth Advisors's 13F filing for Q4 2023, filed 24 Jan 2024.