WA
DCP

Wealth Alliance’s DCP Midstream, LP DCP Stock Holding History

Wealth Alliance’s Portfolio DCP Stock Details DCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-4,894
Closed -$204K – 538
2023
Q1 		$204K Sell
4,894
-1,610
-25% -$67K 0.03% 476
2022
Q4 		$252K Sell
6,504
-373
-5% -$14.4K 0.04% 396
2022
Q3 		$258K Buy
+6,877
New +$241K 0.05% 362
2022
Q2 		– Sell
-6,980
Closed -$234K – 506
2022
Q1 		$234K Buy
+6,980
New +$215K 0.05% 394

Other funds holding DCP

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Wealth Alliance's DCP Position: Q2 2023 in Review

Wealth Alliance sold out of DCP Midstream, LP (DCP) in Q2 2023, closing a stake of 4,894 shares — an estimated $204K sold.

Wealth Alliance first reported a position in DCP in Q1 2022 and held it in 4 quarters. The position peaked at $258K in Q3 2022. 1 fund tracked by Wall St. Rank holds DCP as of Q2 2023.

  • Wealth Alliance reported no remaining DCP Midstream, LP position as of Q2 2023 after selling out during the quarter.
  • Wealth Alliance sold 4,894 DCP Midstream, LP shares in Q2 2023, an estimated $204K.
  • Wealth Alliance first reported a position in DCP Midstream, LP in Q1 2022 and held it in 4 quarters.
  • Wealth Alliance's DCP Midstream, LP position peaked at $258K in Q3 2022.
  • 1 fund tracked by Wall St. Rank held DCP Midstream, LP as of Q2 2023.

Based on Wealth Alliance's 13F filing for Q2 2023, filed 2 Aug 2023.