Sutton Wealth Advisors’s CrossAmerica Partners CAPL Stock Holding History

Sutton Wealth 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
2023 Q3	$8.87K	Hold	409	–	–	﹤0.01%	491
2023 Q2	$8.06K	Hold	409	–	–	﹤0.01%	494
2023 Q1	$8.79K	Hold	409	–	–	﹤0.01%	446
2022 Q4	$8.11K	Hold	409	–	–	﹤0.01%	1009
2022 Q3	$7.64K	Hold	409	–	–	﹤0.01%	973
2022 Q2	$8.28K	Hold	409	–	–	﹤0.01%	960
2022 Q1	$8.92K	Hold	409	–	–	﹤0.01%	961
2021 Q4	$7.8K	Hold	409	–	–	﹤0.01%	1005
2021 Q3	$8.13K	Hold	409	–	–	﹤0.01%	976
2021 Q2	$7.8K	Hold	409	–	–	﹤0.01%	973
2021 Q1	$7.6K	Hold	409	–	–	﹤0.01%	941
2020 Q4	$7.02K	Hold	409	–	–	﹤0.01%	905
2020 Q3	$6.08K	Hold	409	–	–	﹤0.01%	865
2020 Q2	$5.5K	Hold	409	–	–	﹤0.01%	846
2020 Q1	$3.3K	Hold	409	–	–	﹤0.01%	946
2019 Q4	$7.38K	Hold	409	–	–	﹤0.01%	883
2019 Q3	$6.98K	Hold	409	–	–	﹤0.01%	873
2019 Q2	$6.56K	Hold	409	–	–	﹤0.01%	867
2019 Q1	$7.47K	Hold	409	–	–	﹤0.01%	853
2018 Q4	$5.79K	Sell	409 -109	-21%	-$1.75K	﹤0.01%	861
2018 Q3	$9.38K	Buy	518 +109	+27%	+$1.96K	0.01%	799
2018 Q2	$6.9K	Hold	409	–	–	﹤0.01%	886
2018 Q1	$8.41K	Buy	+409	New	+$9.45K	0.01%	858

Other funds holding CAPL

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

Sutton Wealth Advisors's CAPL Position: Q3 2023 in Review

Sutton Wealth Advisors held its CrossAmerica Partners (CAPL) position steady in Q3 2023 at 409 shares worth $8.87K. The position accounts for ﹤0.01% of the portfolio, ranked #491.

Sutton Wealth Advisors first reported a position in CAPL in Q1 2018 and has held it in 23 quarters since. The position peaked at $9.38K in Q3 2018. 56 funds tracked by Wall St. Rank hold CAPL as of Q3 2023.

Sutton Wealth Advisors held 409 shares of CrossAmerica Partners worth $8.87K as of Q3 2023.
Sutton Wealth Advisors left its CrossAmerica Partners share count unchanged in Q3 2023.
CrossAmerica Partners made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #491 holding.
Sutton Wealth Advisors first reported a position in CrossAmerica Partners in Q1 2018 and has held it in 23 quarters since.
Sutton Wealth Advisors's CrossAmerica Partners position peaked at $9.38K in Q3 2018.
56 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.