Ameliora Wealth Management’s Sunoco SUN Stock Holding History

Ameliora 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
2022 Q4	–	Sell	-7,520	Closed	-$294K	–	241
2022 Q3	$294K	Buy	+7,520	New	+$296K	0.16%	62

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

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

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

AAA

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

Ameliora Wealth Management's SUN Position: Q4 2022 in Review

Ameliora Wealth Management sold out of Sunoco (SUN) in Q4 2022, closing a stake of 7,520 shares — an estimated $294K sold.

Ameliora Wealth Management first reported a position in SUN in Q3 2022 and held it in 1 quarter. The position peaked at $294K in Q3 2022. 178 funds tracked by Wall St. Rank hold SUN as of Q4 2022.

Ameliora Wealth Management reported no remaining Sunoco position as of Q4 2022 after selling out during the quarter.
Ameliora Wealth Management sold 7,520 Sunoco shares in Q4 2022, an estimated $294K.
Ameliora Wealth Management first reported a position in Sunoco in Q3 2022 and held it in 1 quarter.
Ameliora Wealth Management's Sunoco position peaked at $294K in Q3 2022.
178 funds tracked by Wall St. Rank held Sunoco as of Q4 2022.

Based on Ameliora Wealth Management's 13F filing for Q4 2022, filed 6 Feb 2023.