S.A. Mason’s CrossAmerica Partners CAPL Stock Holding History

S.A. Mason’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
2021 Q3	–	Sell	-1,000	Closed	-$19K	–	321
2021 Q2	$19K	Hold	1,000	–	–	0.01%	292
2021 Q1	$19K	Hold	1,000	–	–	0.01%	284
2020 Q4	$17K	Buy	+1,000	New	+$16.1K	0.01%	271

Other funds holding CAPL

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

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

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

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

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

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

USCWA

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

S.A. Mason's CAPL Position: Q3 2021 in Review

S.A. Mason sold out of CrossAmerica Partners (CAPL) in Q3 2021, closing a stake of 1,000 shares — an estimated $19K sold.

S.A. Mason first reported a position in CAPL in Q4 2020 and held it in 3 quarters. The position peaked at $19K in Q2 2021. 45 funds tracked by Wall St. Rank hold CAPL as of Q3 2021.

S.A. Mason reported no remaining CrossAmerica Partners position as of Q3 2021 after selling out during the quarter.
S.A. Mason sold 1,000 CrossAmerica Partners shares in Q3 2021, an estimated $19K.
S.A. Mason first reported a position in CrossAmerica Partners in Q4 2020 and held it in 3 quarters.
S.A. Mason's CrossAmerica Partners position peaked at $19K in Q2 2021.
45 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q3 2021.

Based on S.A. Mason's 13F filing for Q3 2021, filed 12 Oct 2021.