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Wingate Wealth Advisors’s Suburban Propane Partners SPH Stock Holding History

Wingate Wealth 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
2025
Q1 		– Sell
-1,800
Closed -$31K – 383
2024
Q4 		$31K Buy
+1,800
New +$33.1K 0.03% 257

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
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
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
ICA
Infrastructure Capital Advisors New York $1.71B AUM 14.82% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

Wingate Wealth Advisors's SPH Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Suburban Propane Partners (SPH) in Q1 2025, closing a stake of 1,800 shares — an estimated $31K sold.

Wingate Wealth Advisors first reported a position in SPH in Q4 2024 and held it in 1 quarter. The position peaked at $31K in Q4 2024. 147 funds tracked by Wall St. Rank hold SPH as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining Suburban Propane Partners position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 1,800 Suburban Propane Partners shares in Q1 2025, an estimated $31K.
  • Wingate Wealth Advisors first reported a position in Suburban Propane Partners in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's Suburban Propane Partners position peaked at $31K in Q4 2024.
  • 147 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.