Focused Wealth Management’s Sunoco SUN Stock Holding History

Focused Wealth 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
2024 Q1	–	Sell	-1,021	Closed	-$61.2K	–	879
2023 Q4	$61.2K	Hold	1,021	–	–	0.01%	280
2023 Q3	$50K	Hold	1,021	–	–	0.01%	293
2023 Q2	$44.5K	Hold	1,021	–	–	0.01%	323
2023 Q1	$44.8K	Hold	1,021	–	–	0.01%	321
2022 Q4	$44K	Hold	1,021	–	–	0.01%	327
2022 Q3	$40K	Hold	1,021	–	–	0.01%	311
2022 Q2	$38K	Hold	1,021	–	–	0.01%	321
2022 Q1	$42K	Hold	1,021	–	–	0.01%	329
2021 Q4	$42K	Buy	1,021 +21	+2%	+$833	0.01%	396
2021 Q3	$37K	Buy	+1,000	New	+$37.1K	0.01%	418

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 $39B AUM 18.55% 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

Focused Wealth Management's SUN Position: Q1 2024 in Review

Focused Wealth Management sold out of Sunoco (SUN) in Q1 2024, closing a stake of 1,021 shares — an estimated $61.2K sold.

Focused Wealth Management first reported a position in SUN in Q3 2021 and held it in 10 quarters. The position peaked at $61.2K in Q4 2023. 211 funds tracked by Wall St. Rank hold SUN as of Q1 2024.

Focused Wealth Management reported no remaining Sunoco position as of Q1 2024 after selling out during the quarter.
Focused Wealth Management sold 1,021 Sunoco shares in Q1 2024, an estimated $61.2K.
Focused Wealth Management first reported a position in Sunoco in Q3 2021 and held it in 10 quarters.
Focused Wealth Management's Sunoco position peaked at $61.2K in Q4 2023.
211 funds tracked by Wall St. Rank held Sunoco as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.