Belpointe Asset Management’s Sunoco SUN Stock Holding History

Belpointe Asset Management’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 Q2	–	Sell	-2,196	Closed	-$96.4K	–	3043
2023 Q1	$96.4K	Buy	2,196 +383	+21%	+$17.3K	0.01%	1329
2022 Q4	$78.1K	Buy	+1,813	New	+$76.5K	﹤0.01%	1370
2022 Q3	–	Sell	-2,740	Closed	-$102K	–	1231
2022 Q2	$102K	Buy	+2,740	New	+$112K	0.01%	1110

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

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

BHC

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Belpointe Asset Management's SUN Position: Q2 2023 in Review

Belpointe Asset Management sold out of Sunoco (SUN) in Q2 2023, closing a stake of 2,196 shares — an estimated $96.4K sold.

Belpointe Asset Management first reported a position in SUN in Q2 2022 and held it in 3 quarters. The position peaked at $102K in Q2 2022. 188 funds tracked by Wall St. Rank hold SUN as of Q2 2023.

Belpointe Asset Management reported no remaining Sunoco position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 2,196 Sunoco shares in Q2 2023, an estimated $96.4K.
Belpointe Asset Management first reported a position in Sunoco in Q2 2022 and held it in 3 quarters.
Belpointe Asset Management's Sunoco position peaked at $102K in Q2 2022.
188 funds tracked by Wall St. Rank held Sunoco as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.