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SpiderRock Advisors’s CrossAmerica Partners CAPL Stock Holding History

SpiderRock Advisors’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
2024
Q3 		$300K Hold
14,500
– – ﹤0.01% 731
2024
Q2 		$288K Hold
14,500
– – 0.01% 672
2024
Q1 		$325K Buy
+14,500
New +$327K 0.01% 611

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
First Trust Advisors
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RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
QPWM
Quadrant Private Wealth Management Center Valley, Pennsylvania $447M AUM 19.6% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SpiderRock Advisors's CAPL Position: Q3 2024 in Review

SpiderRock Advisors held its CrossAmerica Partners (CAPL) position steady in Q3 2024 at 14,500 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #731.

SpiderRock Advisors first reported a position in CAPL in Q1 2024 and has held it in 3 quarters since. The position peaked at $325K in Q1 2024. 63 funds tracked by Wall St. Rank hold CAPL as of Q3 2024.

  • SpiderRock Advisors held 14,500 shares of CrossAmerica Partners worth $300K as of Q3 2024.
  • SpiderRock Advisors left its CrossAmerica Partners share count unchanged in Q3 2024.
  • CrossAmerica Partners made up ﹤0.01% of SpiderRock Advisors's portfolio in Q3 2024, its #731 holding.
  • SpiderRock Advisors first reported a position in CrossAmerica Partners in Q1 2024 and has held it in 3 quarters since.
  • SpiderRock Advisors's CrossAmerica Partners position peaked at $325K in Q1 2024.
  • 63 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.