Woodmont Investment Counsel’s Alpine Summit Energy Partners ALPS Stock Holding History

Woodmont Investment Counsel’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
2023 Q3	–	Sell	-33,000	Closed	-$19.8K	–	247
2023 Q2	$19.8K	Hold	33,000	–	–	﹤0.01%	238
2023 Q1	$17.5K	Hold	33,000	–	–	﹤0.01%	244
2022 Q4	$165K	Hold	33,000	–	–	0.02%	250
2022 Q3	$168K	Buy	+33,000	New	+$177K	0.02%	238

Other funds holding ALPS

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

CCB

Cutter & Co Brokerage Ballwin, Missouri $423M AUM 15.02% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Woodmont Investment Counsel's ALPS Position: Q3 2023 in Review

Woodmont Investment Counsel sold out of Alpine Summit Energy Partners (ALPS) in Q3 2023, closing a stake of 33,000 shares — an estimated $19.8K sold.

Woodmont Investment Counsel first reported a position in ALPS in Q3 2022 and held it in 4 quarters. The position peaked at $168K in Q3 2022. 3 funds tracked by Wall St. Rank hold ALPS as of Q3 2023.

Woodmont Investment Counsel reported no remaining Alpine Summit Energy Partners position as of Q3 2023 after selling out during the quarter.
Woodmont Investment Counsel sold 33,000 Alpine Summit Energy Partners shares in Q3 2023, an estimated $19.8K.
Woodmont Investment Counsel first reported a position in Alpine Summit Energy Partners in Q3 2022 and held it in 4 quarters.
Woodmont Investment Counsel's Alpine Summit Energy Partners position peaked at $168K in Q3 2022.
3 funds tracked by Wall St. Rank held Alpine Summit Energy Partners as of Q3 2023.

Based on Woodmont Investment Counsel's 13F filing for Q3 2023, filed 24 Oct 2023.