Claraphi Advisory Network’s Sunoco SUN Stock Holding History

Claraphi Advisory Network’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 Q1	–	Sell	-5,865	Closed	-$239K	–	338
2021 Q4	$239K	Sell	5,865 -952	-14%	-$37.8K	0.08%	254
2021 Q3	$254K	Buy	6,817 +617	+10%	+$22.9K	0.09%	253
2021 Q2	$234K	Buy	+6,200	New	+$220K	0.07%	282
2020 Q2	–	Sell	-5,644	Closed	-$88K	–	1072
2020 Q1	$88K	Buy	+5,644	New	+$151K	0.04%	357
2018 Q4	–	Sell	-7,438	Closed	-$220K	–	268
2018 Q3	$220K	Buy	+7,438	New	+$200K	0.12%	220

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

BIM

Bridgecreek Investment Management Tulsa, Oklahoma $516M AUM 41.96% 1-Year Est. Return

Claraphi Advisory Network's SUN Position: Q1 2022 in Review

Claraphi Advisory Network sold out of Sunoco (SUN) in Q1 2022, closing a stake of 5,865 shares — an estimated $239K sold.

Claraphi Advisory Network first reported a position in SUN in Q3 2018 and held it in 5 quarters. The position peaked at $254K in Q3 2021. 169 funds tracked by Wall St. Rank hold SUN as of Q1 2022.

Claraphi Advisory Network reported no remaining Sunoco position as of Q1 2022 after selling out during the quarter.
Claraphi Advisory Network sold 5,865 Sunoco shares in Q1 2022, an estimated $239K.
Claraphi Advisory Network first reported a position in Sunoco in Q3 2018 and held it in 5 quarters.
Claraphi Advisory Network's Sunoco position peaked at $254K in Q3 2021.
169 funds tracked by Wall St. Rank held Sunoco as of Q1 2022.

Based on Claraphi Advisory Network's 13F filing for Q1 2022, filed 12 May 2022.