Capital Wealth Planning’s CrossAmerica Partners CAPL Stock Holding History

Capital Wealth Planning’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	-19,675	Closed	-$375K	–	118
2021 Q2	$375K	Sell	19,675 -5,550	-22%	-$109K	0.01%	84
2021 Q1	$469K	Sell	25,225 -200	-0.8%	-$3.65K	0.02%	70
2020 Q4	$486K	Sell	25,425 -500	-2%	-$8.03K	0.02%	64
2020 Q3	$386K	Hold	25,925	–	–	0.02%	76
2020 Q2	$349K	Buy	25,925 +500	+2%	+$6.62K	0.02%	81
2020 Q1	$205K	Buy	+25,425	New	+$416K	0.01%	208
2019 Q4	–	Sell	-15,575	Closed	-$276K	–	201
2019 Q3	$276K	Buy	15,575 +500	+3%	+$8.46K	0.02%	194
2019 Q2	$242K	Buy	+15,075	New	+$253K	0.02%	206

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

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

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

Capital Wealth Planning's CAPL Position: Q3 2021 in Review

Capital Wealth Planning sold out of CrossAmerica Partners (CAPL) in Q3 2021, closing a stake of 19,675 shares — an estimated $375K sold.

Capital Wealth Planning first reported a position in CAPL in Q2 2019 and held it in 8 quarters. The position peaked at $486K in Q4 2020. 45 funds tracked by Wall St. Rank hold CAPL as of Q3 2021.

Capital Wealth Planning reported no remaining CrossAmerica Partners position as of Q3 2021 after selling out during the quarter.
Capital Wealth Planning sold 19,675 CrossAmerica Partners shares in Q3 2021, an estimated $375K.
Capital Wealth Planning first reported a position in CrossAmerica Partners in Q2 2019 and held it in 8 quarters.
Capital Wealth Planning's CrossAmerica Partners position peaked at $486K in Q4 2020.
45 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q3 2021.

Based on Capital Wealth Planning's 13F filing for Q3 2021, filed 3 Nov 2021.