Toth Financial Advisory’s Crestwood Equity Partners LP CEQP Stock Holding History

Toth Financial Advisory’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	-610	Closed	-$17.8K	–	812
2023 Q3	$17.8K	Hold	610	–	–	﹤0.01%	386
2023 Q2	$16.2K	Hold	610	–	–	﹤0.01%	417
2023 Q1	$15.2K	Hold	610	–	–	﹤0.01%	411
2022 Q4	$16K	Hold	610	–	–	﹤0.01%	399
2022 Q3	$17K	Buy	+610	New	+$16.3K	﹤0.01%	395

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

Toth Financial Advisory's CEQP Position: Q4 2023 in Review

Toth Financial Advisory sold out of Crestwood Equity Partners LP (CEQP) in Q4 2023, closing a stake of 610 shares — an estimated $17.8K sold.

Toth Financial Advisory first reported a position in CEQP in Q3 2022 and held it in 5 quarters. The position peaked at $17.8K in Q3 2023. 2 funds tracked by Wall St. Rank hold CEQP as of Q4 2023.

Toth Financial Advisory reported no remaining Crestwood Equity Partners LP position as of Q4 2023 after selling out during the quarter.
Toth Financial Advisory sold 610 Crestwood Equity Partners LP shares in Q4 2023, an estimated $17.8K.
Toth Financial Advisory first reported a position in Crestwood Equity Partners LP in Q3 2022 and held it in 5 quarters.
Toth Financial Advisory's Crestwood Equity Partners LP position peaked at $17.8K in Q3 2023.
2 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q4 2023.

Based on Toth Financial Advisory's 13F filing for Q4 2023, filed 26 Jan 2024.