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CAAS
Capital Asset Advisory Services’s
Sunoco
SUN
Stock Holding History
Capital Asset Advisory Services’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
-2,211
Closed
-$64K
–
1403
2020
Q4
$64K
Buy
+2,211
New
+$59.9K
0.01%
558
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N
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1-Year Est. Return
BIM
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RJFSA
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$75B AUM
31.89%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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