Beacon Investment Advisory Services’s CrossAmerica Partners CAPL Stock Holding History

Beacon Investment Advisory Services’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
2021 Q3	–	Sell	-500,000	Closed	-$9.53M	–	301
2021 Q2	$9.53M	Hold	500,000	–	–	0.39%	64
2021 Q1	$9.29M	Hold	500,000	–	–	0.41%	65
2020 Q4	$8.59M	Hold	500,000	–	–	0.4%	67
2020 Q3	$7.43M	Hold	500,000	–	–	0.39%	66
2020 Q2	$6.73M	Hold	500,000	–	–	0.38%	68
2020 Q1	$4.03M	Buy	+500,000	New	+$8.18M	0.28%	76

Other funds holding CAPL

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

ACM

Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return

QPWM

Quadrant Private Wealth Management Center Valley, Pennsylvania $447M AUM 19.6% 1-Year Est. Return

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

USCWA

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

Beacon Investment Advisory Services's CAPL Position: Q3 2021 in Review

Beacon Investment Advisory Services sold out of CrossAmerica Partners (CAPL) in Q3 2021, closing a stake of 500,000 shares — an estimated $9.53M sold.

Beacon Investment Advisory Services first reported a position in CAPL in Q1 2020 and held it in 6 quarters. The position peaked at $9.53M in Q2 2021. 45 funds tracked by Wall St. Rank hold CAPL as of Q3 2021.

Beacon Investment Advisory Services reported no remaining CrossAmerica Partners position as of Q3 2021 after selling out during the quarter.
Beacon Investment Advisory Services sold 500,000 CrossAmerica Partners shares in Q3 2021, an estimated $9.53M.
Beacon Investment Advisory Services first reported a position in CrossAmerica Partners in Q1 2020 and held it in 6 quarters.
Beacon Investment Advisory Services's CrossAmerica Partners position peaked at $9.53M in Q2 2021.
45 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q3 2021.

Based on Beacon Investment Advisory Services's 13F filing for Q3 2021, filed 9 Nov 2021.