AI
SUN icon

Atria Investments’s Sunoco SUN Stock Holding History

Atria Investments’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
Q4 		– Sell
-6,048
Closed -$325K – 1978
2024
Q3 		$325K Sell
6,048
-215
-3% -$11.7K ﹤0.01% 1582
2024
Q2 		$354K Buy
+6,263
New +$342K ﹤0.01% 1490
2018
Q1 		– Sell
-7,169
Closed -$204K – 911
2017
Q4 		$204K Sell
7,169
-1,268
-15% -$38.2K 0.01% 769
2017
Q3 		$262K Sell
8,437
-615
-7% -$19.2K 0.01% 644
2017
Q2 		$277K Sell
9,052
-2,341
-21% -$69.8K 0.02% 590
2017
Q1 		$275K Buy
11,393
+233
+2% +$6.18K 0.02% 550
2016
Q4 		$300K Sell
11,160
-1,087
-9% -$28.3K 0.02% 468
2016
Q3 		$355K Sell
12,247
-309
-2% -$9.29K 0.03% 370
2016
Q2 		$348K Sell
12,556
-1,667
-12% -$54.6K 0.04% 339
2016
Q1 		$471K Buy
+14,223
New +$454K 0.05% 257

Other funds holding SUN

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $24.2B AUM 26.83% 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 $1.07B AUM 7.19% 1-Year Est. Return