WA
ALPS

Waddell & Associates’s Alpine Summit Energy Partners ALPS Stock Holding History

Waddell & Associates’s Portfolio ALPS Stock Details ALPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-35,000
Closed -$179K – 156
2022
Q3 		$179K Buy
+35,000
New +$187K 0.03% 136

Other funds holding ALPS

CCB
Cutter & Co Brokerage Ballwin, Missouri $423M AUM 15.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.62B AUM 18.92% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Waddell & Associates's ALPS Position: Q4 2022 in Review

Waddell & Associates sold out of Alpine Summit Energy Partners (ALPS) in Q4 2022, closing a stake of 35,000 shares — an estimated $179K sold.

Waddell & Associates first reported a position in ALPS in Q3 2022 and held it in 1 quarter. The position peaked at $179K in Q3 2022. 5 funds tracked by Wall St. Rank hold ALPS as of Q4 2022.

  • Waddell & Associates reported no remaining Alpine Summit Energy Partners position as of Q4 2022 after selling out during the quarter.
  • Waddell & Associates sold 35,000 Alpine Summit Energy Partners shares in Q4 2022, an estimated $179K.
  • Waddell & Associates first reported a position in Alpine Summit Energy Partners in Q3 2022 and held it in 1 quarter.
  • Waddell & Associates's Alpine Summit Energy Partners position peaked at $179K in Q3 2022.
  • 5 funds tracked by Wall St. Rank held Alpine Summit Energy Partners as of Q4 2022.

Based on Waddell & Associates's 13F filing for Q4 2022, filed 10 Feb 2023.