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American Portfolios Advisors’s Sunoco SUN Stock Holding History

American Portfolios Advisors’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
Q3 		$179K Sell
4,600
-209
-4% -$8.22K 0.01% 1055
2022
Q2 		$179K Hold
4,809
– – 0.01% 1093
2022
Q1 		$196K Buy
4,809
+209
+5% +$8.89K 0.01% 1164
2021
Q4 		$188K Buy
4,600
+200
+5% +$7.93K 0.01% 1192
2021
Q3 		$164K Hold
4,400
– – 0.01% 1210
2021
Q2 		$166K Buy
4,400
+100
+2% +$3.55K 0.01% 1193
2021
Q1 		$137K Buy
4,300
+200
+5% +$6.25K 0.01% 1199
2020
Q4 		$118K Sell
4,100
-1,797
-30% -$48.7K 0.01% 1087
2020
Q3 		$144K Buy
5,897
+1,947
+49% +$49K 0.01% 933
2020
Q2 		$90.2K Buy
3,950
+100
+3% +$2.33K 0.01% 1034
2020
Q1 		$60.2K Buy
3,850
+700
+22% +$18.8K 0.01% 1088
2019
Q4 		$96.4K Buy
3,150
+100
+3% +$3.15K 0.01% 1048
2019
Q3 		$95.9K Hold
3,050
– – 0.01% 1017
2019
Q2 		$95.4K Hold
3,050
– – 0.01% 1006
2019
Q1 		$95K Buy
3,050
+200
+7% +$5.96K 0.01% 922
2018
Q4 		$77.5K Sell
2,850
-250
-8% -$6.98K 0.01% 835
2018
Q3 		$91.6K Hold
3,100
– – 0.01% 871
2018
Q2 		$77.4K Sell
3,100
-500
-14% -$13.3K 0.01% 905
2018
Q1 		$91.8K Buy
3,600
+3,100
+620% +$91.4K 0.01% 785
2017
Q4 		$14.2K Buy
+500
New +$15.1K ﹤0.01% 1455

Other funds holding SUN

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
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
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
BIM
Bridgecreek Investment Management Tulsa, Oklahoma $516M AUM 41.96% 1-Year Est. Return

American Portfolios Advisors's SUN Position: Q3 2022 in Review

American Portfolios Advisors reduced its Sunoco (SUN) stake by 4.3% in Q3 2022, selling an estimated $8.22K and leaving 4,600 shares worth $179K. The position accounts for 0.01% of the portfolio, ranked #1055.

American Portfolios Advisors first reported a position in SUN in Q4 2017 and has held it in 20 quarters since. The position peaked at $196K in Q1 2022. 168 funds tracked by Wall St. Rank hold SUN as of Q3 2022.

  • American Portfolios Advisors held 4,600 shares of Sunoco worth $179K as of Q3 2022.
  • American Portfolios Advisors sold 209 Sunoco shares in Q3 2022, an estimated $8.22K.
  • Sunoco made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1055 holding.
  • American Portfolios Advisors first reported a position in Sunoco in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's Sunoco position peaked at $196K in Q1 2022.
  • 168 funds tracked by Wall St. Rank held Sunoco as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.