HighTower Advisors’s CrossAmerica Partners CAPL Stock Holding History

HighTower Advisors’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
2021 Q3	–	Sell	-10,068	Closed	-$191K	–	3211
2021 Q2	$191K	Sell	10,068 -1,862	-16%	-$36.6K	﹤0.01%	2679
2021 Q1	$222K	Sell	11,930 -27	-0.2%	-$492	﹤0.01%	2520
2020 Q4	$206K	Sell	11,957 -116	-1%	-$1.86K	﹤0.01%	2184
2020 Q3	$180K	Sell	12,073 -420	-3%	-$6.2K	﹤0.01%	2122
2020 Q2	$168K	Buy	12,493 +131	+1%	+$1.73K	﹤0.01%	2032
2020 Q1	$99K	Sell	12,362 -128	-1%	-$2.09K	﹤0.01%	1941
2019 Q4	$227K	Sell	12,490 -603	-5%	-$10.7K	﹤0.01%	1889
2019 Q3	$223K	Buy	13,093 +167	+1%	+$2.83K	﹤0.01%	1997
2019 Q2	$208K	Sell	12,926 -1,130	-8%	-$19K	﹤0.01%	2032
2019 Q1	$256K	Buy	+14,056	New	+$242K	﹤0.01%	1812

Other funds holding CAPL

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

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

RJFSA

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

ACM

Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 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

USCWA

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

HighTower Advisors's CAPL Position: Q3 2021 in Review

HighTower Advisors sold out of CrossAmerica Partners (CAPL) in Q3 2021, closing a stake of 10,068 shares — an estimated $191K sold.

HighTower Advisors first reported a position in CAPL in Q1 2019 and held it in 10 quarters. The position peaked at $256K in Q1 2019. 45 funds tracked by Wall St. Rank hold CAPL as of Q3 2021.

HighTower Advisors reported no remaining CrossAmerica Partners position as of Q3 2021 after selling out during the quarter.
HighTower Advisors sold 10,068 CrossAmerica Partners shares in Q3 2021, an estimated $191K.
HighTower Advisors first reported a position in CrossAmerica Partners in Q1 2019 and held it in 10 quarters.
HighTower Advisors's CrossAmerica Partners position peaked at $256K in Q1 2019.
45 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q3 2021.

Based on HighTower Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.