WR Wealth Planners’s Suburban Propane Partners SPH Stock Holding History

WR Wealth Planners’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	-500	Closed	-$9.49K	–	1200
2024 Q2	$9.49K	Hold	500	–	–	﹤0.01%	601
2024 Q1	$10.2K	Buy	+500	New	+$9.78K	﹤0.01%	595
2023 Q4	–	Sell	-500	Closed	-$8.03K	–	760
2023 Q3	$8.03K	Hold	500	–	–	﹤0.01%	610
2023 Q2	$7.4K	Hold	500	–	–	﹤0.01%	622
2023 Q1	$7.66K	Buy	+500	New	+$7.74K	﹤0.01%	615
2022 Q2	–	Sell	-721	Closed	-$11.6K	–	542
2022 Q1	$11.6K	Buy	+721	New	+$10.9K	0.01%	281

Other funds holding SPH

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BHC

Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 41.61% 1-Year Est. Return

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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

WR Wealth Planners's SPH Position: Q3 2024 in Review

WR Wealth Planners sold out of Suburban Propane Partners (SPH) in Q3 2024, closing a stake of 500 shares — an estimated $9.49K sold.

WR Wealth Planners first reported a position in SPH in Q1 2022 and held it in 6 quarters. The position peaked at $11.6K in Q1 2022. 127 funds tracked by Wall St. Rank hold SPH as of Q3 2024.

WR Wealth Planners reported no remaining Suburban Propane Partners position as of Q3 2024 after selling out during the quarter.
WR Wealth Planners sold 500 Suburban Propane Partners shares in Q3 2024, an estimated $9.49K.
WR Wealth Planners first reported a position in Suburban Propane Partners in Q1 2022 and held it in 6 quarters.
WR Wealth Planners's Suburban Propane Partners position peaked at $11.6K in Q1 2022.
127 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q3 2024.

Based on WR Wealth Planners's 13F filing for Q3 2024, filed 17 Oct 2024.