U.S. Capital Wealth Advisors’s Crestwood Equity Partners LP CEQP Stock Holding History

U.S. Capital 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	-72,662	Closed	-$2.13M	–	705
2023 Q3	$2.13M	Buy	72,662 +17,199	+31%	+$482K	0.1%	188
2023 Q2	$1.47M	Hold	55,463	–	–	0.07%	258
2023 Q1	$1.38M	Hold	55,463	–	–	0.06%	257
2022 Q4	$1.45M	Hold	55,463	–	–	0.07%	264
2022 Q3	$1.54M	Hold	55,463	–	–	0.08%	244
2022 Q2	$1.34M	Hold	55,463	–	–	0.06%	298
2022 Q1	$1.66M	Buy	+55,463	New	+$1.63M	0.06%	307

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

U.S. Capital Wealth Advisors's CEQP Position: Q4 2023 in Review

U.S. Capital Wealth Advisors sold out of Crestwood Equity Partners LP (CEQP) in Q4 2023, closing a stake of 72,662 shares — an estimated $2.13M sold.

U.S. Capital Wealth Advisors first reported a position in CEQP in Q1 2022 and held it in 7 quarters. The position peaked at $2.13M in Q3 2023. 2 funds tracked by Wall St. Rank hold CEQP as of Q4 2023.

U.S. Capital Wealth Advisors reported no remaining Crestwood Equity Partners LP position as of Q4 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 72,662 Crestwood Equity Partners LP shares in Q4 2023, an estimated $2.13M.
U.S. Capital Wealth Advisors first reported a position in Crestwood Equity Partners LP in Q1 2022 and held it in 7 quarters.
U.S. Capital Wealth Advisors's Crestwood Equity Partners LP position peaked at $2.13M in Q3 2023.
2 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q4 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q4 2023, filed 6 Feb 2024.