FWM
SUN icon

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 – 885
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

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return
BHC
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 41.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return