SOA Wealth Advisors’s TravelCenters of America LLC TA Stock Holding History

SOA Wealth Advisors’s Portfolio TA Stock Details TA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-6	Closed	-$519	–	982
2023 Q1	$519	Hold	6	–	–	﹤0.01%	842
2022 Q4	$269	Hold	6	–	–	﹤0.01%	887
2022 Q3	$0	Hold	6	–	–	﹤0.01%	1027
2022 Q2	$0	Hold	6	–	–	﹤0.01%	1072
2022 Q1	$0	Hold	6	–	–	﹤0.01%	1028
2021 Q4	$0	Hold	6	–	–	﹤0.01%	1010
2021 Q3	$0	Hold	6	–	–	﹤0.01%	1009
2021 Q2	$0	Hold	6	–	–	﹤0.01%	987
2021 Q1	$0	Hold	6	–	–	﹤0.01%	947
2020 Q4	$0	Buy	+6	New	+$177	﹤0.01%	903

Other funds holding TA

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

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

SOA Wealth Advisors sold out of TravelCenters of America LLC (TA) in Q2 2023, closing a stake of 6 shares — an estimated $519 sold.

SOA Wealth Advisors first reported a position in TA in Q4 2020 and held it in 10 quarters. The position peaked at $519 in Q1 2023. 2 funds tracked by Wall St. Rank hold TA as of Q2 2023.

SOA Wealth Advisors reported no remaining TravelCenters of America LLC position as of Q2 2023 after selling out during the quarter.
SOA Wealth Advisors sold 6 TravelCenters of America LLC shares in Q2 2023, an estimated $519.
SOA Wealth Advisors first reported a position in TravelCenters of America LLC in Q4 2020 and held it in 10 quarters.
SOA Wealth Advisors's TravelCenters of America LLC position peaked at $519 in Q1 2023.
2 funds tracked by Wall St. Rank held TravelCenters of America LLC as of Q2 2023.

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