Accurate Wealth Management’s Sunoco SUN Stock Holding History

Accurate 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 Q1	–	Sell	-200	Closed	-$8.85K	–	1298
2022 Q4	$8.85K	Buy	+200	New	+$8.44K	﹤0.01%	896

Other funds holding SUN

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

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

BHC

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

AAA

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

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

Accurate Wealth Management's SUN Position: Q1 2023 in Review

Accurate Wealth Management sold out of Sunoco (SUN) in Q1 2023, closing a stake of 200 shares — an estimated $8.85K sold.

Accurate Wealth Management first reported a position in SUN in Q4 2022 and held it in 1 quarter. The position peaked at $8.85K in Q4 2022. 181 funds tracked by Wall St. Rank hold SUN as of Q1 2023.

Accurate Wealth Management reported no remaining Sunoco position as of Q1 2023 after selling out during the quarter.
Accurate Wealth Management sold 200 Sunoco shares in Q1 2023, an estimated $8.85K.
Accurate Wealth Management first reported a position in Sunoco in Q4 2022 and held it in 1 quarter.
Accurate Wealth Management's Sunoco position peaked at $8.85K in Q4 2022.
181 funds tracked by Wall St. Rank held Sunoco as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.