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Advocacy Wealth Management Services’s Suburban Propane Partners SPH Stock Holding History

Advocacy Wealth Management Services’s Portfolio SPH Stock Details SPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-51
Closed -$1K – 196
2022
Q1 		$1K Buy
+51
New +$773 ﹤0.01% 179
2020
Q1 		– Sell
-500
Closed -$11K – 134
2019
Q4 		$11K Hold
500
– – ﹤0.01% 122
2019
Q3 		$12K Sell
500
-1,000
-67% -$23.6K 0.01% 120
2019
Q2 		$36K Hold
1,500
– – 0.03% 49
2019
Q1 		$34K Hold
1,500
– – 0.04% 43
2018
Q4 		$29K Hold
1,500
– – 0.02% 63
2018
Q3 		$35K Hold
1,500
– – 0.02% 58
2018
Q2 		$35K Hold
1,500
– – 0.02% 53
2018
Q1 		$33K Hold
1,500
– – 0.02% 58
2017
Q4 		$36K Sell
1,500
-3,800
-72% -$94.6K 0.02% 64
2017
Q3 		$140K Buy
5,300
+2,800
+112% +$68.4K 0.06% 29
2017
Q2 		$59K Sell
2,500
-300
-11% -$7.4K 0.02% 69
2017
Q1 		$75K Buy
2,800
+400
+17% +$11.3K 0.03% 59
2016
Q4 		$72K Sell
2,400
-200
-8% -$6.12K 0.02% 57
2016
Q3 		$87K Sell
2,600
-16,787
-87% -$566K 0.03% 80
2016
Q2 		$648K Sell
19,387
-4,669
-19% -$148K 0.33% 32
2016
Q1 		$719K Sell
24,056
-11,150
-32% -$293K 0.5% 33
2015
Q4 		$867K Buy
+35,206
New +$1.08M 0.98% 27
2013
Q3 		$136K Sell
2,900
-875
-23% -$41K 0.37% 52
2013
Q2 		$175K Buy
+3,775
New +$178K 0.7% 44

Other funds holding SPH

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BHC
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 41.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return

Advocacy Wealth Management Services's SPH Position: Q2 2022 in Review

Advocacy Wealth Management Services sold out of Suburban Propane Partners (SPH) in Q2 2022, closing a stake of 51 shares — an estimated $1K sold.

Advocacy Wealth Management Services first reported a position in SPH in Q2 2013 and held it in 20 quarters. The position peaked at $867K in Q4 2015. 149 funds tracked by Wall St. Rank hold SPH as of Q2 2022.

  • Advocacy Wealth Management Services reported no remaining Suburban Propane Partners position as of Q2 2022 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 51 Suburban Propane Partners shares in Q2 2022, an estimated $1K.
  • Advocacy Wealth Management Services first reported a position in Suburban Propane Partners in Q2 2013 and held it in 20 quarters.
  • Advocacy Wealth Management Services's Suburban Propane Partners position peaked at $867K in Q4 2015.
  • 149 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q2 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2022, filed 6 Jul 2022.