Pacific Capital Wealth Advisors’s SP Plus Corporation SP Stock Holding History

Pacific Capital Wealth Advisors’s Portfolio SP Stock Details SP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1,290	Closed	-$67.4K	–	680
2024 Q1	$67.4K	Buy	1,290 +97	+8%	+$5K	0.02%	117
2023 Q4	$61.1K	Buy	+1,193	New	+$59.8K	0.02%	117

Other funds holding SP

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Pacific Capital Wealth Advisors's SP Position: Q2 2024 in Review

Pacific Capital Wealth Advisors sold out of SP Plus Corporation (SP) in Q2 2024, closing a stake of 1,290 shares — an estimated $67.4K sold.

Pacific Capital Wealth Advisors first reported a position in SP in Q4 2023 and held it in 2 quarters. The position peaked at $67.4K in Q1 2024. 1 fund tracked by Wall St. Rank holds SP as of Q2 2024.

Pacific Capital Wealth Advisors reported no remaining SP Plus Corporation position as of Q2 2024 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 1,290 SP Plus Corporation shares in Q2 2024, an estimated $67.4K.
Pacific Capital Wealth Advisors first reported a position in SP Plus Corporation in Q4 2023 and held it in 2 quarters.
Pacific Capital Wealth Advisors's SP Plus Corporation position peaked at $67.4K in Q1 2024.
1 fund tracked by Wall St. Rank held SP Plus Corporation as of Q2 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.