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Golden State Wealth Management’s Sunoco SUN Stock Holding History

Golden State 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
2020
Q4 		– Sell
-2,000
Closed -$49K – 406
2020
Q3 		$49K Buy
+2,000
New +$50.4K 0.02% 332

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IG
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ClearBridge Investments
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BHC
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DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
BIM
Bridgecreek Investment Management Tulsa, Oklahoma $516M AUM 41.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Golden State Wealth Management's SUN Position: Q4 2020 in Review

Golden State Wealth Management sold out of Sunoco (SUN) in Q4 2020, closing a stake of 2,000 shares — an estimated $49K sold.

Golden State Wealth Management first reported a position in SUN in Q3 2020 and held it in 1 quarter. The position peaked at $49K in Q3 2020. 132 funds tracked by Wall St. Rank hold SUN as of Q4 2020.

  • Golden State Wealth Management reported no remaining Sunoco position as of Q4 2020 after selling out during the quarter.
  • Golden State Wealth Management sold 2,000 Sunoco shares in Q4 2020, an estimated $49K.
  • Golden State Wealth Management first reported a position in Sunoco in Q3 2020 and held it in 1 quarter.
  • Golden State Wealth Management's Sunoco position peaked at $49K in Q3 2020.
  • 132 funds tracked by Wall St. Rank held Sunoco as of Q4 2020.

Based on Golden State Wealth Management's 13F filing for Q4 2020, filed 28 Jan 2021.