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	–	972
2023 Q1	$521	Hold	34	–	–	﹤0.01%	840
2022 Q4	$516	Hold	34	–	–	﹤0.01%	843
2022 Q3	$0	Hold	34	–	–	﹤0.01%	983
2022 Q2	$0	Hold	34	–	–	﹤0.01%	1014
2022 Q1	$0	Hold	34	–	–	﹤0.01%	999
2021 Q4	$0	Buy	+34	New	+$515	﹤0.01%	979

Other funds holding SPH

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BHC

Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 44.45% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

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

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

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

EIP

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

LCS

Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return

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

SOA Wealth Advisors's SPH Position: Q2 2023 in Review

SOA Wealth Advisors sold out of Suburban Propane Partners (SPH) in Q2 2023, closing a stake of 34 shares — an estimated $521 sold.

SOA Wealth Advisors first reported a position in SPH in Q4 2021 and held it in 6 quarters. The position peaked at $521 in Q1 2023. 139 funds tracked by Wall St. Rank hold SPH as of Q2 2023.

SOA Wealth Advisors reported no remaining Suburban Propane Partners position as of Q2 2023 after selling out during the quarter.
SOA Wealth Advisors sold 34 Suburban Propane Partners shares in Q2 2023, an estimated $521.
SOA Wealth Advisors first reported a position in Suburban Propane Partners in Q4 2021 and held it in 6 quarters.
SOA Wealth Advisors's Suburban Propane Partners position peaked at $521 in Q1 2023.
139 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q2 2023.

Based on SOA Wealth Advisors's 13F filing for Q2 2023, filed 7 Jul 2023.