Atomi Financial Group’s CrossAmerica Partners CAPL Stock Holding History

Atomi Financial Group’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
2023 Q3	–	Sell	-11,236	Closed	-$221K	–	352
2023 Q2	$221K	Hold	11,236	–	–	0.1%	234
2023 Q1	$241K	Buy	+11,236	New	+$239K	0.13%	180

Other funds holding CAPL

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

QPWM

Quadrant Private Wealth Management Center Valley, Pennsylvania $646M AUM 27.02% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

Atomi Financial Group's CAPL Position: Q3 2023 in Review

Atomi Financial Group sold out of CrossAmerica Partners (CAPL) in Q3 2023, closing a stake of 11,236 shares — an estimated $221K sold.

Atomi Financial Group first reported a position in CAPL in Q1 2023 and held it in 2 quarters. The position peaked at $241K in Q1 2023. 56 funds tracked by Wall St. Rank hold CAPL as of Q3 2023.

Atomi Financial Group reported no remaining CrossAmerica Partners position as of Q3 2023 after selling out during the quarter.
Atomi Financial Group sold 11,236 CrossAmerica Partners shares in Q3 2023, an estimated $221K.
Atomi Financial Group first reported a position in CrossAmerica Partners in Q1 2023 and held it in 2 quarters.
Atomi Financial Group's CrossAmerica Partners position peaked at $241K in Q1 2023.
56 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q3 2023.

Based on Atomi Financial Group's 13F filing for Q3 2023, filed 9 Nov 2023.