Financial Gravity Asset Management’s CrossAmerica Partners CAPL Stock Holding History

Financial Gravity Asset Management’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
2019 Q4	–	Sell	-200	Closed	-$3K	–	1408
2019 Q3	$3K	Hold	200	–	–	﹤0.01%	785
2019 Q2	$3K	Hold	200	–	–	﹤0.01%	776
2019 Q1	$4K	Buy	+200	New	+$3.44K	﹤0.01%	731

Other funds holding CAPL

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

MOACM

Mutual of America Capital Management New York $8.8B AUM 29.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

ACM

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

Financial Gravity Asset Management's CAPL Position: Q4 2019 in Review

Financial Gravity Asset Management sold out of CrossAmerica Partners (CAPL) in Q4 2019, closing a stake of 200 shares — an estimated $3K sold.

Financial Gravity Asset Management first reported a position in CAPL in Q1 2019 and held it in 3 quarters. The position peaked at $4K in Q1 2019. 41 funds tracked by Wall St. Rank hold CAPL as of Q4 2019.

Financial Gravity Asset Management reported no remaining CrossAmerica Partners position as of Q4 2019 after selling out during the quarter.
Financial Gravity Asset Management sold 200 CrossAmerica Partners shares in Q4 2019, an estimated $3K.
Financial Gravity Asset Management first reported a position in CrossAmerica Partners in Q1 2019 and held it in 3 quarters.
Financial Gravity Asset Management's CrossAmerica Partners position peaked at $4K in Q1 2019.
41 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.