Advisornet Financial’s CrossAmerica Partners CAPL Stock Holding History

Advisornet Financial’s Portfolio CAPL Stock Details CAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-540	Closed	-$12K	–	1894
2022 Q1	$12K	Buy	+540	New	+$11.3K	﹤0.01%	1391
2020 Q3	–	Sell	-182	Closed	-$2K	–	1736
2020 Q2	$2K	Buy	182 +7	+4%	+$93	﹤0.01%	1573
2020 Q1	$1K	Hold	175	–	–	﹤0.01%	1642
2019 Q4	$3K	Sell	175 -125	-42%	-$2.22K	﹤0.01%	1614
2019 Q3	$5K	Buy	+300	New	+$5.08K	﹤0.01%	1541
2018 Q1	–	Sell	-202	Closed	-$5K	–	1405
2017 Q4	$5K	Buy	+202	New	+$5.05K	﹤0.01%	1105

Other funds holding CAPL

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

RJFSA

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ACM

Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

QPWM

Quadrant Private Wealth Management Center Valley, Pennsylvania $646M AUM 27.02% 1-Year Est. Return

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisornet Financial's CAPL Position: Q2 2022 in Review

Advisornet Financial sold out of CrossAmerica Partners (CAPL) in Q2 2022, closing a stake of 540 shares — an estimated $12K sold.

Advisornet Financial first reported a position in CAPL in Q4 2017 and held it in 6 quarters. The position peaked at $12K in Q1 2022. 46 funds tracked by Wall St. Rank hold CAPL as of Q2 2022.

Advisornet Financial reported no remaining CrossAmerica Partners position as of Q2 2022 after selling out during the quarter.
Advisornet Financial sold 540 CrossAmerica Partners shares in Q2 2022, an estimated $12K.
Advisornet Financial first reported a position in CrossAmerica Partners in Q4 2017 and held it in 6 quarters.
Advisornet Financial's CrossAmerica Partners position peaked at $12K in Q1 2022.
46 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q2 2022.

Based on Advisornet Financial's 13F filing for Q2 2022, filed 7 Jul 2022.