WealthPLAN Partners’s Suburban Propane Partners SPH Stock Holding History

WealthPLAN Partners’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 Q3	–	Sell	-800	Closed	-$11.8K	–	1041
2023 Q2	$11.8K	Buy	+800	New	+$12.1K	﹤0.01%	763
2016 Q3	–	Sell	-463	Closed	-$15	–	1065
2016 Q2	$15	Buy	+463	New	+$14.7K	﹤0.01%	2499
2015 Q4	$48	Buy	+2,000	New	+$61.2K	﹤0.01%	1662

Other funds holding SPH

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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

WealthPLAN Partners's SPH Position: Q3 2023 in Review

WealthPLAN Partners sold out of Suburban Propane Partners (SPH) in Q3 2023, closing a stake of 800 shares — an estimated $11.8K sold.

WealthPLAN Partners first reported a position in SPH in Q4 2015 and held it in 3 quarters. The position peaked at $11.8K in Q2 2023. 136 funds tracked by Wall St. Rank hold SPH as of Q3 2023.

WealthPLAN Partners reported no remaining Suburban Propane Partners position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 800 Suburban Propane Partners shares in Q3 2023, an estimated $11.8K.
WealthPLAN Partners first reported a position in Suburban Propane Partners in Q4 2015 and held it in 3 quarters.
WealthPLAN Partners's Suburban Propane Partners position peaked at $11.8K in Q2 2023.
136 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.