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Avantax Planning Partners’s Sunoco SUN Stock Holding History

Avantax Planning Partners’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
2021
Q2 		– Sell
-9,200
Closed -$293K – 345
2021
Q1 		$293K Buy
+9,200
New +$287K 0.02% 245

Other funds holding SUN

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
BHC
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 44.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
BIM
Bridgecreek Investment Management Tulsa, Oklahoma $516M AUM 41.96% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Avantax Planning Partners's SUN Position: Q2 2021 in Review

Avantax Planning Partners sold out of Sunoco (SUN) in Q2 2021, closing a stake of 9,200 shares — an estimated $293K sold.

Avantax Planning Partners first reported a position in SUN in Q1 2021 and held it in 1 quarter. The position peaked at $293K in Q1 2021. 145 funds tracked by Wall St. Rank hold SUN as of Q2 2021.

  • Avantax Planning Partners reported no remaining Sunoco position as of Q2 2021 after selling out during the quarter.
  • Avantax Planning Partners sold 9,200 Sunoco shares in Q2 2021, an estimated $293K.
  • Avantax Planning Partners first reported a position in Sunoco in Q1 2021 and held it in 1 quarter.
  • Avantax Planning Partners's Sunoco position peaked at $293K in Q1 2021.
  • 145 funds tracked by Wall St. Rank held Sunoco as of Q2 2021.

Based on Avantax Planning Partners's 13F filing for Q2 2021, filed 10 Aug 2021.