BDO Wealth Advisors’s Suburban Propane Partners SPH Stock Holding History

BDO Wealth Advisors’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
2023 Q2	$11.8K	Hold	800	–	–	﹤0.01%	679
2023 Q1	$12.3K	Hold	800	–	–	﹤0.01%	665
2022 Q4	$12.1K	Hold	800	–	–	﹤0.01%	655
2022 Q3	$12K	Hold	800	–	–	﹤0.01%	680
2022 Q2	$12K	Sell	800 -198	-20%	-$3.28K	﹤0.01%	657
2022 Q1	$16K	Hold	998	–	–	﹤0.01%	642
2021 Q4	$15K	Hold	998	–	–	﹤0.01%	673
2021 Q3	$15K	Hold	998	–	–	﹤0.01%	669
2021 Q2	$15K	Hold	998	–	–	﹤0.01%	689
2021 Q1	$15K	Buy	+998	New	+$15.1K	﹤0.01%	667
2018 Q4	–	Sell	-330	Closed	-$8K	–	616
2018 Q3	$8K	Buy	330 +8	+2%	+$187	﹤0.01%	478
2018 Q2	$8K	Sell	322 -305	-49%	-$7.02K	﹤0.01%	487
2018 Q1	$14K	Buy	+627	New	+$15.3K	0.01%	367
2017 Q3	–	Sell	-577	Closed	-$14K	–	530
2017 Q2	$14K	Buy	+577	New	+$14.2K	0.01%	336

Other funds holding SPH

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

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

BHC

Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 41.61% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

LCS

Levin Capital Strategies New York $1.32B AUM 28.11% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

BDO Wealth Advisors's SPH Position: Q2 2023 in Review

BDO Wealth Advisors held its Suburban Propane Partners (SPH) position steady in Q2 2023 at 800 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #679.

BDO Wealth Advisors first reported a position in SPH in Q2 2017 and has held it in 14 quarters since. The position peaked at $16K in Q1 2022. 139 funds tracked by Wall St. Rank hold SPH as of Q2 2023.

BDO Wealth Advisors held 800 shares of Suburban Propane Partners worth $11.8K as of Q2 2023.
BDO Wealth Advisors left its Suburban Propane Partners share count unchanged in Q2 2023.
Suburban Propane Partners made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #679 holding.
BDO Wealth Advisors first reported a position in Suburban Propane Partners in Q2 2017 and has held it in 14 quarters since.
BDO Wealth Advisors's Suburban Propane Partners position peaked at $16K in Q1 2022.
139 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.