BWA
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BDO Wealth Advisors’s Sunoco SUN Stock Holding History

BDO Wealth 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
2021
Q1 		– Sell
-500
Closed -$14K – 1265
2020
Q4 		$14K Hold
500
– – ﹤0.01% 514
2020
Q3 		$12K Hold
500
– – ﹤0.01% 476
2020
Q2 		$11K Hold
500
– – ﹤0.01% 491
2020
Q1 		$8K Hold
500
– – ﹤0.01% 567
2019
Q4 		$15K Hold
500
– – ﹤0.01% 409
2019
Q3 		$16K Hold
500
– – ﹤0.01% 418
2019
Q2 		$16K Buy
+500
New +$15.3K ﹤0.01% 408

Other funds holding SUN

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
N
Natixis Paris, France $25B AUM 26.79% 1-Year Est. Return
BHC
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 41.61% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
BIM
Bridgecreek Investment Management Tulsa, Oklahoma $516M AUM 41.96% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return