Credential Qtrade Securities’s CrossAmerica Partners CAPL Stock Holding History

Credential Qtrade Securities’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
2022 Q3	–	Sell	-42,410	Closed	-$859K	–	376
2022 Q2	$859K	Buy	+42,410	New	+$895K	0.06%	140

Other funds holding CAPL

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

ACM

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

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

RJFSA

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

MIAN

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

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

USCWA

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

Credential Qtrade Securities's CAPL Position: Q3 2022 in Review

Credential Qtrade Securities sold out of CrossAmerica Partners (CAPL) in Q3 2022, closing a stake of 42,410 shares — an estimated $859K sold.

Credential Qtrade Securities first reported a position in CAPL in Q2 2022 and held it in 1 quarter. The position peaked at $859K in Q2 2022. 51 funds tracked by Wall St. Rank hold CAPL as of Q3 2022.

Credential Qtrade Securities reported no remaining CrossAmerica Partners position as of Q3 2022 after selling out during the quarter.
Credential Qtrade Securities sold 42,410 CrossAmerica Partners shares in Q3 2022, an estimated $859K.
Credential Qtrade Securities first reported a position in CrossAmerica Partners in Q2 2022 and held it in 1 quarter.
Credential Qtrade Securities's CrossAmerica Partners position peaked at $859K in Q2 2022.
51 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q3 2022.

Based on Credential Qtrade Securities's 13F filing for Q3 2022, filed 21 Jul 2025.