BWA
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Boulder Wealth Advisors’s Sunoco SUN Stock Holding History

Boulder 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
2022
Q4 		$5K Buy
+120
New +$5.06K ﹤0.01% 99

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
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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Boulder Wealth Advisors's SUN Position: Q4 2022 in Review

Boulder Wealth Advisors opened a new position in Sunoco (SUN) in Q4 2022: 120 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #99 among its holdings.

178 funds tracked by Wall St. Rank hold SUN as of Q4 2022.

  • Boulder Wealth Advisors held 120 shares of Sunoco worth $5K as of Q4 2022.
  • Sunoco was a new Boulder Wealth Advisors position in Q4 2022.
  • Sunoco made up ﹤0.01% of Boulder Wealth Advisors's portfolio in Q4 2022, its #99 holding.
  • 178 funds tracked by Wall St. Rank held Sunoco as of Q4 2022.

Based on Boulder Wealth Advisors's 13F filing for Q4 2022, filed 21 Feb 2023.