Prestige Wealth Management Group’s Suburban Propane Partners SPH Stock Holding History

Prestige Wealth Management Group’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
2021 Q1	–	Sell	-100	Closed	-$1K	–	1030
2020 Q4	$1K	Sell	100 -80	-44%	-$1.29K	﹤0.01%	889
2020 Q3	$3K	Hold	180	–	–	﹤0.01%	641
2020 Q2	$3K	Hold	180	–	–	﹤0.01%	633
2020 Q1	$3K	Hold	180	–	–	﹤0.01%	594
2019 Q4	$4K	Hold	180	–	–	﹤0.01%	444
2019 Q3	$4K	Buy	+180	New	+$4.25K	﹤0.01%	442
2019 Q2	–	Hold	0	–	–	–	422
2019 Q1	–	Sell	-180	Closed	-$3.97K	–	426
2018 Q4	$3K	Buy	+180	New	+$4.05K	﹤0.01%	750

Other funds holding SPH

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Prestige Wealth Management Group's SPH Position: Q1 2021 in Review

Prestige Wealth Management Group sold out of Suburban Propane Partners (SPH) in Q1 2021, closing a stake of 100 shares — an estimated $1K sold.

Prestige Wealth Management Group first reported a position in SPH in Q4 2018 and held it in 7 quarters. The position peaked at $4K in Q4 2019. 136 funds tracked by Wall St. Rank hold SPH as of Q1 2021.

Prestige Wealth Management Group reported no remaining Suburban Propane Partners position as of Q1 2021 after selling out during the quarter.
Prestige Wealth Management Group sold 100 Suburban Propane Partners shares in Q1 2021, an estimated $1K.
Prestige Wealth Management Group first reported a position in Suburban Propane Partners in Q4 2018 and held it in 7 quarters.
Prestige Wealth Management Group's Suburban Propane Partners position peaked at $4K in Q4 2019.
136 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q1 2021.

Based on Prestige Wealth Management Group's 13F filing for Q1 2021, filed 13 May 2021.