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

Kingsview 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
2024
Q2 		– Sell
-14,422
Closed -$295K – 1115
2024
Q1 		$295K Buy
+14,422
New +$282K 0.01% 821

Other funds holding SPH

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Kingsview Wealth Management's SPH Position: Q2 2024 in Review

Kingsview Wealth Management sold out of Suburban Propane Partners (SPH) in Q2 2024, closing a stake of 14,422 shares — an estimated $295K sold.

Kingsview Wealth Management first reported a position in SPH in Q1 2024 and held it in 1 quarter. The position peaked at $295K in Q1 2024. 135 funds tracked by Wall St. Rank hold SPH as of Q2 2024.

  • Kingsview Wealth Management reported no remaining Suburban Propane Partners position as of Q2 2024 after selling out during the quarter.
  • Kingsview Wealth Management sold 14,422 Suburban Propane Partners shares in Q2 2024, an estimated $295K.
  • Kingsview Wealth Management first reported a position in Suburban Propane Partners in Q1 2024 and held it in 1 quarter.
  • Kingsview Wealth Management's Suburban Propane Partners position peaked at $295K in Q1 2024.
  • 135 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q2 2024.

Based on Kingsview Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.