Mariner Independent Advisor Network’s CrossAmerica Partners CAPL Stock Holding History

Mariner Independent Advisor Network’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
2022 Q3	$2.25M	Sell	120,678 -4,262	-3%	-$87.9K	0.1%	215
2022 Q2	$2.58M	Buy	124,940 +7,947	+7%	+$168K	0.11%	194
2022 Q1	$2.57M	Buy	116,993 +22,352	+24%	+$466K	0.1%	206
2021 Q4	$1.83M	Sell	94,641 -16,364	-15%	-$331K	0.09%	243
2021 Q3	$2.21M	Buy	111,005 +486	+0.4%	+$9.29K	0.11%	213
2021 Q2	$2.11M	Buy	110,519 +690	+0.6%	+$13.6K	0.1%	229
2021 Q1	$2.04M	Sell	109,829 -1,880	-2%	-$34.3K	0.11%	200
2020 Q4	$1.92M	Sell	111,709 -8,997	-7%	-$144K	0.1%	209
2020 Q3	$1.79M	Sell	120,706 -30,511	-20%	-$450K	0.15%	154
2020 Q2	$2.08M	Buy	151,217 +14,628	+11%	+$194K	0.19%	129
2020 Q1	$1.1M	Buy	136,589 +24,704	+22%	+$404K	0.1%	198
2019 Q4	$2.02M	Buy	111,885 +14,237	+15%	+$253K	0.15%	164
2019 Q3	$1.68M	Buy	97,648 +16,506	+20%	+$279K	0.13%	182
2019 Q2	$1.29M	Buy	81,142 +30,927	+62%	+$520K	0.1%	206
2019 Q1	$923K	Buy	50,215 +36,215	+259%	+$623K	0.08%	240
2018 Q4	$226K	Buy	+14,000	New	+$225K	0.02%	350

Other funds holding CAPL

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

ACM

Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

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

RJFSA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

USCWA

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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Mariner Independent Advisor Network's CAPL Position: Q3 2022 in Review

Mariner Independent Advisor Network reduced its CrossAmerica Partners (CAPL) stake by 3.4% in Q3 2022, selling an estimated $87.9K and leaving 120,678 shares worth $2.25M. The position accounts for 0.1% of the portfolio, ranked #215.

Mariner Independent Advisor Network first reported a position in CAPL in Q4 2018 and has held it in 16 quarters since. The position peaked at $2.58M in Q2 2022. 51 funds tracked by Wall St. Rank hold CAPL as of Q3 2022.

Mariner Independent Advisor Network held 120,678 shares of CrossAmerica Partners worth $2.25M as of Q3 2022.
Mariner Independent Advisor Network sold 4,262 CrossAmerica Partners shares in Q3 2022, an estimated $87.9K.
CrossAmerica Partners made up 0.1% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #215 holding.
Mariner Independent Advisor Network first reported a position in CrossAmerica Partners in Q4 2018 and has held it in 16 quarters since.
Mariner Independent Advisor Network's CrossAmerica Partners position peaked at $2.58M in Q2 2022.
51 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.