Atlas Private Wealth Management’s Suburban Propane Partners SPH Stock Holding History

Atlas Private Wealth Management’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 Q2	–	Sell	-1,164	Closed	-$17K	–	332
2021 Q1	$17K	Hold	1,164	–	–	0.01%	271
2020 Q4	$17K	Hold	1,164	–	–	0.01%	272
2020 Q3	$19K	Hold	1,164	–	–	0.01%	258
2020 Q2	$17K	Hold	1,164	–	–	0.01%	285
2020 Q1	$16K	Buy	1,164 +1	+0.1%	+$19	0.01%	272
2019 Q4	$25K	Buy	+1,163	New	+$26.7K	0.02%	267

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

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

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

EIP

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Atlas Private Wealth Management's SPH Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Suburban Propane Partners (SPH) in Q2 2021, closing a stake of 1,164 shares — an estimated $17K sold.

Atlas Private Wealth Management first reported a position in SPH in Q4 2019 and held it in 6 quarters. The position peaked at $25K in Q4 2019. 128 funds tracked by Wall St. Rank hold SPH as of Q2 2021.

Atlas Private Wealth Management reported no remaining Suburban Propane Partners position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 1,164 Suburban Propane Partners shares in Q2 2021, an estimated $17K.
Atlas Private Wealth Management first reported a position in Suburban Propane Partners in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's Suburban Propane Partners position peaked at $25K in Q4 2019.
128 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.