FWM
SPH icon

Focused Wealth Management’s Suburban Propane Partners SPH Stock Holding History

Focused Wealth Management’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
2021
Q1 		– Sell
-14,000
Closed -$3K – 998
2020
Q4 		$3K Buy
+14,000
New +$225K ﹤0.01% 717

Other funds holding SPH

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BHC
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 44.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

Focused Wealth Management's SPH Position: Q1 2024 in Review

Focused Wealth Management sold out of Suburban Propane Partners (SPH) in Q1 2024, closing a stake of 500 shares — an estimated $8.88K sold.

Focused Wealth Management first reported a position in SPH in Q4 2015 and held it in 33 quarters. The position peaked at $64K in Q4 2020. 119 funds tracked by Wall St. Rank hold SPH as of Q1 2024.

  • Focused Wealth Management reported no remaining Suburban Propane Partners position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 500 Suburban Propane Partners shares in Q1 2024, an estimated $8.88K.
  • Focused Wealth Management first reported a position in Suburban Propane Partners in Q4 2015 and held it in 33 quarters.
  • Focused Wealth Management's Suburban Propane Partners position peaked at $64K in Q4 2020.
  • 119 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.