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Waverly Advisors’s Cheniere Energy CQP Stock Holding History

Waverly Advisors’s Portfolio CQP Stock Details CQP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,917
Closed -$288K – 989
2024
Q3 		$288K Hold
5,917
– – 0.01% 692
2024
Q2 		$291K Sell
5,917
-115
-2% -$5.58K 0.01% 671
2024
Q1 		$298K Buy
+6,032
New +$306K 0.01% 573

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Waverly Advisors's CQP Position: Q4 2024 in Review

Waverly Advisors sold out of Cheniere Energy (CQP) in Q4 2024, closing a stake of 5,917 shares — an estimated $288K sold.

Waverly Advisors first reported a position in CQP in Q1 2024 and held it in 3 quarters. The position peaked at $298K in Q1 2024. 181 funds tracked by Wall St. Rank hold CQP as of Q4 2024.

  • Waverly Advisors reported no remaining Cheniere Energy position as of Q4 2024 after selling out during the quarter.
  • Waverly Advisors sold 5,917 Cheniere Energy shares in Q4 2024, an estimated $288K.
  • Waverly Advisors first reported a position in Cheniere Energy in Q1 2024 and held it in 3 quarters.
  • Waverly Advisors's Cheniere Energy position peaked at $298K in Q1 2024.
  • 181 funds tracked by Wall St. Rank held Cheniere Energy as of Q4 2024.

Based on Waverly Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.