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B. Riley Wealth Advisors’s CrossAmerica Partners CAPL Stock Holding History

B. Riley Wealth 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
2024
Q2 		– Sell
-9,450
Closed -$205K – 1418
2024
Q1 		$205K Buy
+9,450
New +$213K 0.01% 1263
2023
Q4 		– Sell
-9,450
Closed -$205K – 1411
2023
Q3 		$205K Buy
+9,450
New +$187K 0.01% 1263

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B. Riley Wealth Advisors's CAPL Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of CrossAmerica Partners (CAPL) in Q2 2024, closing a stake of 9,450 shares — an estimated $205K sold.

B. Riley Wealth Advisors first reported a position in CAPL in Q3 2023 and held it in 2 quarters. The position peaked at $205K in Q1 2024. 58 funds tracked by Wall St. Rank hold CAPL as of Q2 2024.

  • B. Riley Wealth Advisors reported no remaining CrossAmerica Partners position as of Q2 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 9,450 CrossAmerica Partners shares in Q2 2024, an estimated $205K.
  • B. Riley Wealth Advisors first reported a position in CrossAmerica Partners in Q3 2023 and held it in 2 quarters.
  • B. Riley Wealth Advisors's CrossAmerica Partners position peaked at $205K in Q1 2024.
  • 58 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.