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Cetera Advisor Networks’s Sunoco SUN Stock Holding History

Cetera Advisor Networks’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
2024
Q1 		$756K Buy
12,539
+2,881
+30% +$174K ﹤0.01% 1647
2023
Q4 		$579K Buy
9,658
+471
+5% +$25.1K ﹤0.01% 1754
2023
Q3 		$450K Buy
9,187
+2,131
+30% +$96.8K ﹤0.01% 1840
2023
Q2 		$307K Buy
7,056
+1,640
+30% +$72.6K ﹤0.01% 2068
2023
Q1 		$238K Buy
5,416
+28
+0.5% +$1.26K ﹤0.01% 2203
2022
Q4 		$232K Buy
+5,388
New +$227K ﹤0.01% 2174
2022
Q2 		– Sell
-5,369
Closed -$219K – 2196
2022
Q1 		$219K Buy
5,369
+357
+7% +$15.2K ﹤0.01% 1830
2021
Q4 		$205K Sell
5,012
-501
-9% -$19.9K ﹤0.01% 1862
2021
Q3 		$206K Buy
+5,513
New +$205K ﹤0.01% 1780
2020
Q3 		– Sell
-2,738
Closed -$63K – 2816
2020
Q2 		$63K Buy
+2,738
New +$63.6K ﹤0.01% 1775
2020
Q1 		– Sell
-8,969
Closed -$273K – 1263
2019
Q4 		$273K Buy
8,969
+764
+9% +$24.1K 0.01% 1003
2019
Q3 		$258K Buy
8,205
+305
+4% +$9.72K 0.01% 988
2019
Q2 		$246K Buy
+7,900
New +$242K 0.01% 994

Other funds holding SUN

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
BHC
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 44.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Advisor Networks's SUN Position: Q1 2024 in Review

Cetera Advisor Networks increased its Sunoco (SUN) stake by 30% in Q1 2024, buying an estimated $174K and bringing the position to 12,539 shares worth $756K. The position accounts for ﹤0.01% of the portfolio, ranked #1647.

Cetera Advisor Networks first reported a position in SUN in Q2 2019 and has held it in 13 quarters since. 211 funds tracked by Wall St. Rank hold SUN as of Q1 2024.

  • Cetera Advisor Networks held 12,539 shares of Sunoco worth $756K as of Q1 2024.
  • Cetera Advisor Networks bought 2,881 Sunoco shares in Q1 2024, an estimated $174K.
  • Sunoco made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1647 holding.
  • Cetera Advisor Networks first reported a position in Sunoco in Q2 2019 and has held it in 13 quarters since.
  • 211 funds tracked by Wall St. Rank held Sunoco as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.