SWA
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SOA Wealth Advisors’s Suburban Propane Partners SPH Stock Holding History

SOA Wealth Advisors’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
2023
Q2 		– Sell
-34
Closed -$521 – 973
2023
Q1 		$521 Hold
34
– – ﹤0.01% 840
2022
Q4 		$516 Hold
34
– – ﹤0.01% 843
2022
Q3 		$0 Hold
34
– – ﹤0.01% 985
2022
Q2 		$0 Hold
34
– – ﹤0.01% 1016
2022
Q1 		$0 Hold
34
– – ﹤0.01% 1003
2021
Q4 		$0 Buy
+34
New +$515 ﹤0.01% 980

Other funds holding SPH

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JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
BHC
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 41.61% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.31B AUM 28.11% 1-Year Est. Return
N
Natixis Paris, France $25B AUM 26.79% 1-Year Est. Return