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Bay Colony Advisors’s Sunoco SUN Stock Holding History

Bay Colony 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
2023
Q1 		– Sell
-7,595
Closed -$327K – 365
2022
Q4 		$327K Buy
+7,595
New +$321K 0.09% 234

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
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bay Colony Advisors's SUN Position: Q1 2023 in Review

Bay Colony Advisors sold out of Sunoco (SUN) in Q1 2023, closing a stake of 7,595 shares — an estimated $327K sold.

Bay Colony Advisors first reported a position in SUN in Q4 2022 and held it in 1 quarter. The position peaked at $327K in Q4 2022. 181 funds tracked by Wall St. Rank hold SUN as of Q1 2023.

  • Bay Colony Advisors reported no remaining Sunoco position as of Q1 2023 after selling out during the quarter.
  • Bay Colony Advisors sold 7,595 Sunoco shares in Q1 2023, an estimated $327K.
  • Bay Colony Advisors first reported a position in Sunoco in Q4 2022 and held it in 1 quarter.
  • Bay Colony Advisors's Sunoco position peaked at $327K in Q4 2022.
  • 181 funds tracked by Wall St. Rank held Sunoco as of Q1 2023.

Based on Bay Colony Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.