Financial Advocates Investment Management’s Sunoco SUN Stock Holding History

Financial Advocates Investment Management’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	-11,808	Closed	-$439K	–	809
2021 Q4	$439K	Buy	+11,808	New	+$468K	0.03%	515
2021 Q3	–	Sell	-9,273	Closed	-$318K	–	799
2021 Q2	$318K	Buy	+9,273	New	+$329K	0.02%	602

Other funds holding SUN

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BHC

Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 41.61% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

BIM

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

Financial Advocates Investment Management's SUN Position: Q1 2022 in Review

Financial Advocates Investment Management sold out of Sunoco (SUN) in Q1 2022, closing a stake of 11,808 shares — an estimated $439K sold.

Financial Advocates Investment Management first reported a position in SUN in Q2 2021 and held it in 2 quarters. The position peaked at $439K in Q4 2021. 169 funds tracked by Wall St. Rank hold SUN as of Q1 2022.

Financial Advocates Investment Management reported no remaining Sunoco position as of Q1 2022 after selling out during the quarter.
Financial Advocates Investment Management sold 11,808 Sunoco shares in Q1 2022, an estimated $439K.
Financial Advocates Investment Management first reported a position in Sunoco in Q2 2021 and held it in 2 quarters.
Financial Advocates Investment Management's Sunoco position peaked at $439K in Q4 2021.
169 funds tracked by Wall St. Rank held Sunoco as of Q1 2022.

Based on Financial Advocates Investment Management's 13F filing for Q1 2022, filed 11 May 2022.