Ashton Thomas Private Wealth’s Sunoco SUN Stock Holding History

Ashton Thomas Private Wealth’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
2024 Q3	–	Sell	-901	Closed	-$51K	–	1690
2024 Q2	$51K	Buy	+901	New	+$49.1K	﹤0.01%	907

Other funds holding SUN

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

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

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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 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

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

ICA

Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Ashton Thomas Private Wealth's SUN Position: Q3 2024 in Review

Ashton Thomas Private Wealth sold out of Sunoco (SUN) in Q3 2024, closing a stake of 901 shares — an estimated $51K sold.

Ashton Thomas Private Wealth first reported a position in SUN in Q2 2024 and held it in 1 quarter. The position peaked at $51K in Q2 2024. 274 funds tracked by Wall St. Rank hold SUN as of Q3 2024.

Ashton Thomas Private Wealth reported no remaining Sunoco position as of Q3 2024 after selling out during the quarter.
Ashton Thomas Private Wealth sold 901 Sunoco shares in Q3 2024, an estimated $51K.
Ashton Thomas Private Wealth first reported a position in Sunoco in Q2 2024 and held it in 1 quarter.
Ashton Thomas Private Wealth's Sunoco position peaked at $51K in Q2 2024.
274 funds tracked by Wall St. Rank held Sunoco as of Q3 2024.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2024, filed 5 Nov 2024.