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Arrow Investment Advisors’s CrossAmerica Partners CAPL Stock Holding History

Arrow Investment Advisors’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
2021
Q2 		– Sell
-16,477
Closed -$306K – 101
2021
Q1 		$306K Buy
16,477
+2,258
+16% +$41.2K 0.21% 43
2020
Q4 		$244K Sell
14,219
-3,356
-19% -$53.9K 0.17% 51
2020
Q3 		$261K Sell
17,575
-5,386
-23% -$79.5K 0.17% 25
2020
Q2 		$309K Buy
+22,961
New +$304K 0.21% 22
2020
Q1 		– Sell
-26,074
Closed -$471K – 29
2019
Q4 		$471K Sell
26,074
-511
-2% -$9.09K 0.23% 25
2019
Q3 		$454 Buy
26,585
+4,661
+21% +$78.9K 0.21% 25
2019
Q2 		$352K Buy
+21,924
New +$368K 0.14% 55
2018
Q2 		– Sell
-27,631
Closed -$568K – 81
2018
Q1 		$568K Buy
27,631
+1,608
+6% +$37.1K 0.17% 48
2017
Q4 		$618K Sell
26,023
-3,500
-12% -$87.5K 0.17% 56
2017
Q3 		$805K Buy
29,523
+1,866
+7% +$50.2K 0.24% 34
2017
Q2 		$705K Buy
+27,657
New +$692K 0.19% 33

Other funds holding CAPL

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
First Trust Advisors
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
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

Arrow Investment Advisors's CAPL Position: Q2 2021 in Review

Arrow Investment Advisors sold out of CrossAmerica Partners (CAPL) in Q2 2021, closing a stake of 16,477 shares — an estimated $306K sold.

Arrow Investment Advisors first reported a position in CAPL in Q2 2017 and held it in 11 quarters. The position peaked at $805K in Q3 2017. 49 funds tracked by Wall St. Rank hold CAPL as of Q2 2021.

  • Arrow Investment Advisors reported no remaining CrossAmerica Partners position as of Q2 2021 after selling out during the quarter.
  • Arrow Investment Advisors sold 16,477 CrossAmerica Partners shares in Q2 2021, an estimated $306K.
  • Arrow Investment Advisors first reported a position in CrossAmerica Partners in Q2 2017 and held it in 11 quarters.
  • Arrow Investment Advisors's CrossAmerica Partners position peaked at $805K in Q3 2017.
  • 49 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q2 2021.

Based on Arrow Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.