Accel Wealth Management’s Sunoco SUN Stock Holding History

Accel Wealth Management’s Portfolio SUN Stock Details SUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-135	Closed	-$5.92K	–	772
2023 Q1	$5.92K	Hold	135	–	–	﹤0.01%	990
2022 Q4	$5.82K	Hold	135	–	–	﹤0.01%	796
2022 Q3	$5K	Hold	135	–	–	﹤0.01%	849
2022 Q2	$5K	Hold	135	–	–	﹤0.01%	814
2022 Q1	$6K	Hold	135	–	–	﹤0.01%	790
2021 Q4	$6K	Hold	135	–	–	﹤0.01%	796
2021 Q3	$5K	Hold	135	–	–	﹤0.01%	746
2021 Q2	$5K	Hold	135	–	–	﹤0.01%	804
2021 Q1	$4K	Hold	135	–	–	﹤0.01%	785
2020 Q4	$4K	Buy	+135	New	+$3.66K	﹤0.01%	741

Other funds holding SUN

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Accel Wealth Management's SUN Position: Q2 2023 in Review

Accel Wealth Management sold out of Sunoco (SUN) in Q2 2023, closing a stake of 135 shares — an estimated $5.92K sold.

Accel Wealth Management first reported a position in SUN in Q4 2020 and held it in 10 quarters. The position peaked at $6K in Q1 2022. 188 funds tracked by Wall St. Rank hold SUN as of Q2 2023.

Accel Wealth Management reported no remaining Sunoco position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 135 Sunoco shares in Q2 2023, an estimated $5.92K.
Accel Wealth Management first reported a position in Sunoco in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's Sunoco position peaked at $6K in Q1 2022.
188 funds tracked by Wall St. Rank held Sunoco as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.