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Wetzel Investment Advisors’s Suburban Propane Partners SPH Stock Holding History

Wetzel Investment Advisors’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
2024
Q3 		– Sell
-221
Closed -$4.51K – 778
2024
Q2 		$4.51K Buy
+221
New +$4.35K ﹤0.01% 600

Other funds holding SPH

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BHC
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 44.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

Wetzel Investment Advisors's SPH Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Suburban Propane Partners (SPH) in Q3 2024, closing a stake of 221 shares — an estimated $4.51K sold.

Wetzel Investment Advisors first reported a position in SPH in Q2 2024 and held it in 1 quarter. The position peaked at $4.51K in Q2 2024. 128 funds tracked by Wall St. Rank hold SPH as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Suburban Propane Partners position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 221 Suburban Propane Partners shares in Q3 2024, an estimated $4.51K.
  • Wetzel Investment Advisors first reported a position in Suburban Propane Partners in Q2 2024 and held it in 1 quarter.
  • Wetzel Investment Advisors's Suburban Propane Partners position peaked at $4.51K in Q2 2024.
  • 128 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.