Sonora Investment Management’s CrossAmerica Partners CAPL Stock Holding History

Sonora Investment Management’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	$91K	Hold	4,600	–	–	0.01%	317
2021 Q2	$88K	Buy	4,600 +300	+7%	+$5.9K	0.01%	297
2021 Q1	$80K	Hold	4,300	–	–	0.01%	464
2020 Q4	$74K	Hold	4,300	–	–	0.01%	498
2020 Q3	$64K	Hold	4,300	–	–	0.01%	494
2020 Q2	$58K	Sell	4,300 -600	-12%	-$7.94K	0.01%	458
2020 Q1	$39K	Sell	4,900 -3,500	-42%	-$57.2K	﹤0.01%	557
2019 Q4	$152K	Buy	8,400 +1,800	+27%	+$32K	0.01%	274
2019 Q3	$113K	Sell	6,600 -400	-6%	-$6.77K	0.01%	318
2019 Q2	$112K	Buy	7,000 +1,800	+35%	+$30.3K	0.01%	318
2019 Q1	$95K	Buy	5,200 +1,200	+30%	+$20.6K	0.01%	344
2018 Q4	$57K	Hold	4,000	–	–	0.01%	369
2018 Q3	$72K	Hold	4,000	–	–	0.01%	334
2018 Q2	$68K	Buy	4,000 +1,500	+60%	+$28.3K	0.01%	331
2018 Q1	$51.4K	Buy	2,500 +1,000	+67%	+$23.1K	0.01%	385
2017 Q4	$35.6K	Hold	1,500	–	–	0.01%	452
2017 Q3	$40.9K	Hold	1,500	–	–	0.01%	376
2017 Q2	$38.3K	Hold	1,500	–	–	0.01%	374
2017 Q1	$39.3K	Hold	1,500	–	–	0.01%	367
2016 Q4	$37.8K	Hold	1,500	–	–	0.01%	329
2016 Q3	$38.1K	Hold	1,500	–	–	0.01%	324
2016 Q2	$36.8K	Buy	1,500 +500	+50%	+$11.9K	0.01%	300
2016 Q1	$24.1K	Buy	+1,000	New	+$22K	0.01%	450

Other funds holding CAPL

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

ClearBridge Investments New York $121B AUM 27.52% 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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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 $9.45B AUM 27.66% 1-Year Est. Return

QPWM

Quadrant Private Wealth Management Center Valley, Pennsylvania $447M AUM 19.6% 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

Sonora Investment Management's CAPL Position: Q3 2021 in Review

Sonora Investment Management held its CrossAmerica Partners (CAPL) position steady in Q3 2021 at 4,600 shares worth $91K. The position accounts for 0.01% of the portfolio, ranked #317.

Sonora Investment Management first reported a position in CAPL in Q1 2016 and has held it in 23 quarters since. The position peaked at $152K in Q4 2019. 45 funds tracked by Wall St. Rank hold CAPL as of Q3 2021.

Sonora Investment Management held 4,600 shares of CrossAmerica Partners worth $91K as of Q3 2021.
Sonora Investment Management left its CrossAmerica Partners share count unchanged in Q3 2021.
CrossAmerica Partners made up 0.01% of Sonora Investment Management's portfolio in Q3 2021, its #317 holding.
Sonora Investment Management first reported a position in CrossAmerica Partners in Q1 2016 and has held it in 23 quarters since.
Sonora Investment Management's CrossAmerica Partners position peaked at $152K in Q4 2019.
45 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.