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Fortitude Advisory Group’s Suburban Propane Partners SPH Stock Holding History

Fortitude Advisory Group’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
2022
Q4 		– Sell
-13,100
Closed -$197K – 228
2022
Q3 		$197K Buy
+13,100
New +$212K 0.19% 172

Other funds holding SPH

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return
BHC
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 44.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $1.67B AUM 1.43% 1-Year Est. Return

Fortitude Advisory Group's SPH Position: Q4 2022 in Review

Fortitude Advisory Group sold out of Suburban Propane Partners (SPH) in Q4 2022, closing a stake of 13,100 shares — an estimated $197K sold.

Fortitude Advisory Group first reported a position in SPH in Q3 2022 and held it in 1 quarter. The position peaked at $197K in Q3 2022. 146 funds tracked by Wall St. Rank hold SPH as of Q4 2022.

  • Fortitude Advisory Group reported no remaining Suburban Propane Partners position as of Q4 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 13,100 Suburban Propane Partners shares in Q4 2022, an estimated $197K.
  • Fortitude Advisory Group first reported a position in Suburban Propane Partners in Q3 2022 and held it in 1 quarter.
  • Fortitude Advisory Group's Suburban Propane Partners position peaked at $197K in Q3 2022.
  • 146 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q4 2022.

Based on Fortitude Advisory Group's 13F filing for Q4 2022, filed 13 Feb 2023.