Buck Wealth Strategies’s Sunoco SUN Stock Holding History

Buck Wealth Strategies’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 Q3	–	Sell	-200	Closed	-$8.71K	–	393
2023 Q2	$8.71K	Buy	+200	New	+$8.85K	﹤0.01%	154

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Buck Wealth Strategies's SUN Position: Q3 2023 in Review

Buck Wealth Strategies sold out of Sunoco (SUN) in Q3 2023, closing a stake of 200 shares — an estimated $8.71K sold.

Buck Wealth Strategies first reported a position in SUN in Q2 2023 and held it in 1 quarter. The position peaked at $8.71K in Q2 2023. 186 funds tracked by Wall St. Rank hold SUN as of Q3 2023.

Buck Wealth Strategies reported no remaining Sunoco position as of Q3 2023 after selling out during the quarter.
Buck Wealth Strategies sold 200 Sunoco shares in Q3 2023, an estimated $8.71K.
Buck Wealth Strategies first reported a position in Sunoco in Q2 2023 and held it in 1 quarter.
Buck Wealth Strategies's Sunoco position peaked at $8.71K in Q2 2023.
186 funds tracked by Wall St. Rank held Sunoco as of Q3 2023.

Based on Buck Wealth Strategies's 13F filing for Q3 2023, filed 6 Nov 2023.