Capital Asset Advisory Services’s CrossAmerica Partners CAPL Stock Holding History

Capital Asset 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 Q1	–	Sell	-3,179	Closed	-$55K	–	775
2020 Q4	$55K	Buy	+3,179	New	+$51K	0.01%	590

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

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 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

ACM

Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

QPWM

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

Capital Asset Advisory Services's CAPL Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of CrossAmerica Partners (CAPL) in Q1 2021, closing a stake of 3,179 shares — an estimated $55K sold.

Capital Asset Advisory Services first reported a position in CAPL in Q4 2020 and held it in 1 quarter. The position peaked at $55K in Q4 2020. 53 funds tracked by Wall St. Rank hold CAPL as of Q1 2021.

Capital Asset Advisory Services reported no remaining CrossAmerica Partners position as of Q1 2021 after selling out during the quarter.
Capital Asset Advisory Services sold 3,179 CrossAmerica Partners shares in Q1 2021, an estimated $55K.
Capital Asset Advisory Services first reported a position in CrossAmerica Partners in Q4 2020 and held it in 1 quarter.
Capital Asset Advisory Services's CrossAmerica Partners position peaked at $55K in Q4 2020.
53 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.