SF
USDP

Symphony Financial’s USD PARTNERS LP USDP Stock Holding History

Symphony Financial’s Portfolio USDP Stock Details USDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-13,360
Closed -$2.09K – 212
2023
Q4 		$2.09K Buy
+13,360
New +$6K ﹤0.01% 195
2023
Q3 		– Sell
-13,360
Closed -$13.1K – 191
2023
Q2 		$13.1K Hold
13,360
– – ﹤0.01% 183
2023
Q1 		$40.7K Buy
+13,360
New +$45K 0.01% 202
2022
Q4 		– Sell
-12,824
Closed -$51K – 212
2022
Q3 		$51K Buy
12,824
+188
+1% +$940 0.02% 189
2022
Q2 		$66K Sell
12,636
-637
-5% -$3.81K 0.02% 178
2022
Q1 		$81K Buy
13,273
+611
+5% +$3.5K 0.02% 190
2021
Q4 		$71K Buy
12,662
+183
+1% +$1.07K 0.02% 175
2021
Q3 		$79K Buy
12,479
+159
+1% +$1.06K 0.03% 170
2021
Q2 		$94K Sell
12,320
-5,071
-29% -$31.9K 0.03% 162
2021
Q1 		$103K Buy
17,391
+3,628
+26% +$18.1K 0.03% 193
2020
Q4 		$46K Buy
13,763
+193
+1% +$643 0.02% 153
2020
Q3 		$43K Buy
13,570
+644
+5% +$2.13K 0.02% 137
2020
Q2 		$41K Buy
12,926
+215
+2% +$697 0.02% 133
2020
Q1 		$35K Buy
+12,711
New +$104K 0.02% 93

Other funds holding USDP

BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
HCM
Highlander Capital Management Short Hills, New Jersey $292M AUM 22.24% 1-Year Est. Return

Symphony Financial's USDP Position: Q1 2024 in Review

Symphony Financial sold out of USD PARTNERS LP (USDP) in Q1 2024, closing a stake of 13,360 shares — an estimated $2.09K sold.

Symphony Financial first reported a position in USDP in Q1 2020 and held it in 14 quarters. The position peaked at $103K in Q1 2021. 3 funds tracked by Wall St. Rank hold USDP as of Q1 2024.

  • Symphony Financial reported no remaining USD PARTNERS LP position as of Q1 2024 after selling out during the quarter.
  • Symphony Financial sold 13,360 USD PARTNERS LP shares in Q1 2024, an estimated $2.09K.
  • Symphony Financial first reported a position in USD PARTNERS LP in Q1 2020 and held it in 14 quarters.
  • Symphony Financial's USD PARTNERS LP position peaked at $103K in Q1 2021.
  • 3 funds tracked by Wall St. Rank held USD PARTNERS LP as of Q1 2024.

Based on Symphony Financial's 13F filing for Q1 2024, filed 17 Apr 2024.