WealthPLAN Partners’s USA Compression Partners USAC Stock Holding History

WealthPLAN Partners’s Portfolio USAC Stock Details USAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-150	Closed	-$2.96K	–	1121
2023 Q2	$2.96K	Hold	150	–	–	﹤0.01%	1007
2023 Q1	$3.17K	Buy	+150	New	+$3.09K	﹤0.01%	1059

Other funds holding USAC

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JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

WealthPLAN Partners's USAC Position: Q3 2023 in Review

WealthPLAN Partners sold out of USA Compression Partners (USAC) in Q3 2023, closing a stake of 150 shares — an estimated $2.96K sold.

WealthPLAN Partners first reported a position in USAC in Q1 2023 and held it in 2 quarters. The position peaked at $3.17K in Q1 2023. 83 funds tracked by Wall St. Rank hold USAC as of Q3 2023.

WealthPLAN Partners reported no remaining USA Compression Partners position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 150 USA Compression Partners shares in Q3 2023, an estimated $2.96K.
WealthPLAN Partners first reported a position in USA Compression Partners in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's USA Compression Partners position peaked at $3.17K in Q1 2023.
83 funds tracked by Wall St. Rank held USA Compression Partners as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.