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AF
Advisornet Financial’s
Suburban Propane Partners
SPH
Stock Holding History
Advisornet Financial’s Portfolio
SPH Stock Details
SPH Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q1
–
Sell
-4,162
Closed
-$73.9K
–
2469
2023
Q4
$73.9K
Buy
4,162
+591
+17%
+$10.1K
0.01%
716
2023
Q3
$57.3K
Buy
3,571
+753
+27%
+$11.1K
0.01%
751
2023
Q2
$41.7K
Buy
2,818
+51
+2%
+$771
﹤0.01%
870
2023
Q1
$42.4K
Buy
2,767
+448
+19%
+$6.93K
﹤0.01%
836
2022
Q4
$35.2K
Buy
2,319
+2,115
+1,037%
+$33.9K
﹤0.01%
890
2022
Q3
$3K
Buy
204
+4
+2%
+$65
﹤0.01%
1635
2022
Q2
$3K
Buy
+200
New
+$3.31K
﹤0.01%
1646
2021
Q1
–
Sell
-50
Closed
-$1K
–
1825
2020
Q4
$1K
Sell
50
-250
-83%
-$4.02K
﹤0.01%
1626
2020
Q3
$5K
Hold
300
–
–
﹤0.01%
1431
2020
Q2
$4K
Hold
300
–
–
﹤0.01%
1499
2020
Q1
$4K
Sell
300
-904
-75%
-$17.6K
﹤0.01%
1486
2019
Q4
$26K
Buy
1,204
+22
+2%
+$505
﹤0.01%
1109
2019
Q3
$28K
Buy
1,182
+22
+2%
+$519
﹤0.01%
1097
2019
Q2
$28K
Buy
1,160
+22
+2%
+$512
﹤0.01%
975
2019
Q1
$26K
Buy
1,138
+22
+2%
+$486
﹤0.01%
927
2018
Q4
$22K
Buy
1,116
+21
+2%
+$472
﹤0.01%
912
2018
Q3
$26K
Buy
1,095
+19
+2%
+$444
﹤0.01%
896
2018
Q2
$25K
Buy
1,076
+20
+2%
+$460
﹤0.01%
894
2018
Q1
$23K
Buy
1,056
+267
+34%
+$6.51K
﹤0.01%
900
2017
Q4
$19K
Buy
+789
New
+$19.6K
﹤0.01%
875
Other funds holding SPH
AA
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$21.3B AUM
21.71%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
BHC
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$4.11B AUM
41.61%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
ClearBridge Investments
New York
$115B AUM
24.78%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Blackstone Inc
New York
$24.2B AUM
26.83%
1-Year Est. Return
FI
Fractal Investments
Glastonbury, Connecticut
$845M AUM
15.34%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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