Cetera Advisors’s Sunoco SUN Stock Holding History

Cetera 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
2024 Q1	$467K	Buy	7,745 +4,058	+110%	+$245K	﹤0.01%	1646
2023 Q4	$221K	Buy	+3,687	New	+$196K	﹤0.01%	1589
2016 Q4	–	Sell	-13,148	Closed	-$382K	–	803
2016 Q3	$382K	Buy	+13,148	New	+$395K	0.03%	496

Other funds holding SUN

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Advisors's SUN Position: Q1 2024 in Review

Cetera Advisors increased its Sunoco (SUN) stake by 110% in Q1 2024, buying an estimated $245K and bringing the position to 7,745 shares worth $467K. The position accounts for ﹤0.01% of the portfolio, ranked #1646.

Cetera Advisors first reported a position in SUN in Q3 2016 and has held it in 3 quarters since. 211 funds tracked by Wall St. Rank hold SUN as of Q1 2024.

Cetera Advisors held 7,745 shares of Sunoco worth $467K as of Q1 2024.
Cetera Advisors bought 4,058 Sunoco shares in Q1 2024, an estimated $245K.
Sunoco made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1646 holding.
Cetera Advisors first reported a position in Sunoco in Q3 2016 and has held it in 3 quarters since.
211 funds tracked by Wall St. Rank held Sunoco as of Q1 2024.

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