Avior Wealth Management’s Suburban Propane Partners SPH Stock Holding History

Avior 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
2025 Q1	–	Sell	-1,135	Closed	-$19.5K	–	2095
2024 Q4	$19.5K	Buy	+1,135	New	+$20.9K	﹤0.01%	1417
2020 Q4	–	Sell	-178	Closed	-$2K	–	1072
2020 Q3	$2K	Hold	178	–	–	﹤0.01%	832
2020 Q2	$2K	Hold	178	–	–	﹤0.01%	808
2020 Q1	$2K	Hold	178	–	–	﹤0.01%	695
2019 Q4	$3K	Hold	178	–	–	﹤0.01%	700
2019 Q3	$4K	Hold	178	–	–	﹤0.01%	639
2019 Q2	$4K	Hold	178	–	–	﹤0.01%	678
2019 Q1	$3K	Hold	178	–	–	﹤0.01%	602
2018 Q4	$3K	Hold	178	–	–	﹤0.01%	657
2018 Q3	$4K	Hold	178	–	–	﹤0.01%	650
2018 Q2	$4K	Hold	178	–	–	﹤0.01%	671
2018 Q1	$4K	Hold	178	–	–	﹤0.01%	650
2017 Q4	$4K	Hold	178	–	–	﹤0.01%	663
2017 Q3	$5K	Hold	178	–	–	﹤0.01%	395
2017 Q2	$4K	Hold	178	–	–	﹤0.01%	383
2017 Q1	$5K	Hold	178	–	–	﹤0.01%	411
2016 Q4	$5K	Hold	178	–	–	﹤0.01%	391
2016 Q3	$6K	Hold	178	–	–	﹤0.01%	377
2016 Q2	$6K	Hold	178	–	–	﹤0.01%	370
2016 Q1	$5K	Hold	178	–	–	﹤0.01%	394
2015 Q4	$4K	Hold	178	–	–	﹤0.01%	376
2015 Q3	$6K	Buy	+178	New	+$6.55K	﹤0.01%	315

Other funds holding SPH

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

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

ICA

Infrastructure Capital Advisors New York $1.71B AUM 14.82% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

Avior Wealth Management's SPH Position: Q1 2025 in Review

Avior Wealth Management sold out of Suburban Propane Partners (SPH) in Q1 2025, closing a stake of 1,135 shares — an estimated $19.5K sold.

Avior Wealth Management first reported a position in SPH in Q3 2015 and held it in 22 quarters. The position peaked at $19.5K in Q4 2024. 147 funds tracked by Wall St. Rank hold SPH as of Q1 2025.

Avior Wealth Management reported no remaining Suburban Propane Partners position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 1,135 Suburban Propane Partners shares in Q1 2025, an estimated $19.5K.
Avior Wealth Management first reported a position in Suburban Propane Partners in Q3 2015 and held it in 22 quarters.
Avior Wealth Management's Suburban Propane Partners position peaked at $19.5K in Q4 2024.
147 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.