GoalVest Advisory’s Sunoco SUN Stock Holding History

GoalVest Advisory’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 Q4	–	Sell	-337	Closed	-$18.1K	–	431
2024 Q3	$18.1K	Buy	+337	New	+$18.3K	0.01%	273

Other funds holding SUN

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

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

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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

ICA

Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return

GoalVest Advisory's SUN Position: Q4 2024 in Review

GoalVest Advisory sold out of Sunoco (SUN) in Q4 2024, closing a stake of 337 shares — an estimated $18.1K sold.

GoalVest Advisory first reported a position in SUN in Q3 2024 and held it in 1 quarter. The position peaked at $18.1K in Q3 2024. 268 funds tracked by Wall St. Rank hold SUN as of Q4 2024.

GoalVest Advisory reported no remaining Sunoco position as of Q4 2024 after selling out during the quarter.
GoalVest Advisory sold 337 Sunoco shares in Q4 2024, an estimated $18.1K.
GoalVest Advisory first reported a position in Sunoco in Q3 2024 and held it in 1 quarter.
GoalVest Advisory's Sunoco position peaked at $18.1K in Q3 2024.
268 funds tracked by Wall St. Rank held Sunoco as of Q4 2024.

Based on GoalVest Advisory's 13F filing for Q4 2024, filed 17 Jan 2025.