IAG
SRLP

Investmark Advisory Group’s SPRAGUE RESOURCES LP SRLP Stock Holding History

Investmark Advisory Group’s Portfolio SRLP Stock Details SRLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-9,405
Closed -$127K – 387
2021
Q4 		$127K Buy
+9,405
New +$158K 0.12% 108

Other funds holding SRLP

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
BMC
Beaton Management Company Haverhill, Massachusetts $225M AUM 26.79% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Investmark Advisory Group's SRLP Position: Q1 2022 in Review

Investmark Advisory Group sold out of SPRAGUE RESOURCES LP (SRLP) in Q1 2022, closing a stake of 9,405 shares — an estimated $127K sold.

Investmark Advisory Group first reported a position in SRLP in Q4 2021 and held it in 1 quarter. The position peaked at $127K in Q4 2021. 30 funds tracked by Wall St. Rank hold SRLP as of Q1 2022.

  • Investmark Advisory Group reported no remaining SPRAGUE RESOURCES LP position as of Q1 2022 after selling out during the quarter.
  • Investmark Advisory Group sold 9,405 SPRAGUE RESOURCES LP shares in Q1 2022, an estimated $127K.
  • Investmark Advisory Group first reported a position in SPRAGUE RESOURCES LP in Q4 2021 and held it in 1 quarter.
  • Investmark Advisory Group's SPRAGUE RESOURCES LP position peaked at $127K in Q4 2021.
  • 30 funds tracked by Wall St. Rank held SPRAGUE RESOURCES LP as of Q1 2022.

Based on Investmark Advisory Group's 13F filing for Q1 2022, filed 3 May 2022.