Arkadios Wealth Advisors’s Suburban Propane Partners SPH Stock Holding History

Arkadios Wealth Advisors’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
2021 Q4	–	Sell	-600	Closed	-$9K	–	1608
2021 Q3	$9K	Hold	600	–	–	﹤0.01%	1475
2021 Q2	$9K	Hold	600	–	–	﹤0.01%	1576
2021 Q1	$8K	Hold	600	–	–	﹤0.01%	1258
2020 Q4	$8K	Hold	600	–	–	﹤0.01%	1025
2020 Q3	$10.4K	Buy	+600	New	+$8.23K	0.01%	744

Other funds holding SPH

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

BHC

Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 44.45% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

EIP

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

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Arkadios Wealth Advisors's SPH Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Suburban Propane Partners (SPH) in Q4 2021, closing a stake of 600 shares — an estimated $9K sold.

Arkadios Wealth Advisors first reported a position in SPH in Q3 2020 and held it in 5 quarters. The position peaked at $10.4K in Q3 2020. 140 funds tracked by Wall St. Rank hold SPH as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Suburban Propane Partners position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 600 Suburban Propane Partners shares in Q4 2021, an estimated $9K.
Arkadios Wealth Advisors first reported a position in Suburban Propane Partners in Q3 2020 and held it in 5 quarters.
Arkadios Wealth Advisors's Suburban Propane Partners position peaked at $10.4K in Q3 2020.
140 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.