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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

BHC

Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 44.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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 $75.1B AUM 31.89% 1-Year Est. Return

BDO Wealth Advisors's SUN Position: Q1 2021 in Review

BDO Wealth Advisors sold out of Sunoco (SUN) in Q1 2021, closing a stake of 500 shares — an estimated $14K sold.

BDO Wealth Advisors first reported a position in SUN in Q2 2019 and held it in 7 quarters. The position peaked at $16K in Q3 2019. 132 funds tracked by Wall St. Rank hold SUN as of Q1 2021.

BDO Wealth Advisors reported no remaining Sunoco position as of Q1 2021 after selling out during the quarter.
BDO Wealth Advisors sold 500 Sunoco shares in Q1 2021, an estimated $14K.
BDO Wealth Advisors first reported a position in Sunoco in Q2 2019 and held it in 7 quarters.
BDO Wealth Advisors's Sunoco position peaked at $16K in Q3 2019.
132 funds tracked by Wall St. Rank held Sunoco as of Q1 2021.

Based on BDO Wealth Advisors's 13F filing for Q1 2021, filed 14 May 2021.