GPS Wealth Strategies Group’s Suburban Propane Partners SPH Stock Holding History

GPS Wealth Strategies 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
2024 Q1	–	Sell	-2,000	Closed	-$35.5K	–	1295
2023 Q4	$35.5K	Hold	2,000	–	–	0.01%	571
2023 Q3	$32.1K	Hold	2,000	–	–	0.01%	593
2023 Q2	$29.6K	Hold	2,000	–	–	0.01%	612
2023 Q1	$30.6K	Buy	+2,000	New	+$30.9K	0.01%	600
2022 Q4	–	Sell	-2,000	Closed	-$30K	–	947
2022 Q3	$30K	Hold	2,000	–	–	0.01%	529
2022 Q2	$31K	Buy	+2,000	New	+$33.1K	0.01%	536
2021 Q2	–	Sell	-110	Closed	-$1K	–	1065
2021 Q1	$1K	Buy	+110	New	+$1.67K	﹤0.01%	917

Other funds holding SPH

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

GPS Wealth Strategies Group's SPH Position: Q1 2024 in Review

GPS Wealth Strategies Group sold out of Suburban Propane Partners (SPH) in Q1 2024, closing a stake of 2,000 shares — an estimated $35.5K sold.

GPS Wealth Strategies Group first reported a position in SPH in Q1 2021 and held it in 7 quarters. The position peaked at $35.5K in Q4 2023. 119 funds tracked by Wall St. Rank hold SPH as of Q1 2024.

GPS Wealth Strategies Group reported no remaining Suburban Propane Partners position as of Q1 2024 after selling out during the quarter.
GPS Wealth Strategies Group sold 2,000 Suburban Propane Partners shares in Q1 2024, an estimated $35.5K.
GPS Wealth Strategies Group first reported a position in Suburban Propane Partners in Q1 2021 and held it in 7 quarters.
GPS Wealth Strategies Group's Suburban Propane Partners position peaked at $35.5K in Q4 2023.
119 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q1 2024.

Based on GPS Wealth Strategies Group's 13F filing for Q1 2024, filed 30 Apr 2024.