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

Carolina 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
2024
Q4 		– Sell
-273
Closed -$4.9K – 343
2024
Q3 		$4.9K Buy
+273
New +$4.92K ﹤0.01% 232

Other funds holding SPH

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BHC
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 44.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

Carolina Wealth Advisors's SPH Position: Q4 2024 in Review

Carolina Wealth Advisors sold out of Suburban Propane Partners (SPH) in Q4 2024, closing a stake of 273 shares — an estimated $4.9K sold.

Carolina Wealth Advisors first reported a position in SPH in Q3 2024 and held it in 1 quarter. The position peaked at $4.9K in Q3 2024. 149 funds tracked by Wall St. Rank hold SPH as of Q4 2024.

  • Carolina Wealth Advisors reported no remaining Suburban Propane Partners position as of Q4 2024 after selling out during the quarter.
  • Carolina Wealth Advisors sold 273 Suburban Propane Partners shares in Q4 2024, an estimated $4.9K.
  • Carolina Wealth Advisors first reported a position in Suburban Propane Partners in Q3 2024 and held it in 1 quarter.
  • Carolina Wealth Advisors's Suburban Propane Partners position peaked at $4.9K in Q3 2024.
  • 149 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q4 2024.

Based on Carolina Wealth Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.