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Global Wealth Strategies & Associates’s Sunoco SUN Stock Holding History

Global Wealth Strategies & Associates’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
2025
Q4 		– Sell
-33
Closed -$1.65K – 592
2025
Q3 		$1.65K Hold
33
– – ﹤0.01% 406
2025
Q2 		$1.77K Hold
33
– – ﹤0.01% 311
2025
Q1 		$1.92K Hold
33
– – ﹤0.01% 384
2024
Q4 		$1.7K Hold
33
– – ﹤0.01% 335
2024
Q3 		$1.77K Hold
33
– – ﹤0.01% 298
2024
Q2 		$1.87K Hold
33
– – ﹤0.01% 271
2024
Q1 		$1.99K Hold
33
– – ﹤0.01% 283
2023
Q4 		$1.98K Hold
33
– – ﹤0.01% 255
2023
Q3 		$1.61K Hold
33
– – ﹤0.01% 273
2023
Q2 		$1.44K Hold
33
– – ﹤0.01% 268
2023
Q1 		$1.45K Hold
33
– – ﹤0.01% 285
2022
Q4 		$1.42K Buy
+33
New +$1.39K ﹤0.01% 288

Other funds holding SUN

AA
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Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return