Professional Financial Advisors’s CrossAmerica Partners CAPL Stock Holding History

Professional Financial Advisors’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 Q4	–	Sell	-894	Closed	-$17K	–	130
2022 Q3	$17K	Hold	894	–	–	0.01%	242
2022 Q2	$18K	Hold	894	–	–	0.01%	237
2022 Q1	$19K	Hold	894	–	–	0.01%	242
2021 Q4	$17K	Hold	894	–	–	0.01%	263
2021 Q3	$18K	Hold	894	–	–	0.01%	215
2021 Q2	$17K	Hold	894	–	–	0.01%	232
2021 Q1	$17K	Hold	894	–	–	0.01%	205
2020 Q4	$15K	Hold	894	–	–	0.01%	212
2020 Q3	$13K	Buy	+894	New	+$13.2K	0.01%	201

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

ACM

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

QPWM

Quadrant Private Wealth Management Center Valley, Pennsylvania $646M AUM 27.02% 1-Year Est. Return

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

Professional Financial Advisors's CAPL Position: Q4 2022 in Review

Professional Financial Advisors sold out of CrossAmerica Partners (CAPL) in Q4 2022, closing a stake of 894 shares — an estimated $17K sold.

Professional Financial Advisors first reported a position in CAPL in Q3 2020 and held it in 9 quarters. The position peaked at $19K in Q1 2022. 59 funds tracked by Wall St. Rank hold CAPL as of Q4 2022.

Professional Financial Advisors reported no remaining CrossAmerica Partners position as of Q4 2022 after selling out during the quarter.
Professional Financial Advisors sold 894 CrossAmerica Partners shares in Q4 2022, an estimated $17K.
Professional Financial Advisors first reported a position in CrossAmerica Partners in Q3 2020 and held it in 9 quarters.
Professional Financial Advisors's CrossAmerica Partners position peaked at $19K in Q1 2022.
59 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.