HC Financial Advisors’s Sunoco SUN Stock Holding History

HC Financial Advisors’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
2021 Q2	–	Sell	-750	Closed	-$24K	–	362
2021 Q1	$24K	Hold	750	–	–	0.01%	178
2020 Q4	$22K	Hold	750	–	–	0.01%	189
2020 Q3	$18K	Hold	750	–	–	0.01%	192
2020 Q2	$17K	Hold	750	–	–	0.01%	186
2020 Q1	$12K	Buy	+750	New	+$20.1K	0.01%	229

Other funds holding SUN

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

BHC

Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 44.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

BIM

Bridgecreek Investment Management Tulsa, Oklahoma $516M AUM 41.96% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

HC Financial Advisors's SUN Position: Q2 2021 in Review

HC Financial Advisors sold out of Sunoco (SUN) in Q2 2021, closing a stake of 750 shares — an estimated $24K sold.

HC Financial Advisors first reported a position in SUN in Q1 2020 and held it in 5 quarters. The position peaked at $24K in Q1 2021. 145 funds tracked by Wall St. Rank hold SUN as of Q2 2021.

HC Financial Advisors reported no remaining Sunoco position as of Q2 2021 after selling out during the quarter.
HC Financial Advisors sold 750 Sunoco shares in Q2 2021, an estimated $24K.
HC Financial Advisors first reported a position in Sunoco in Q1 2020 and held it in 5 quarters.
HC Financial Advisors's Sunoco position peaked at $24K in Q1 2021.
145 funds tracked by Wall St. Rank held Sunoco as of Q2 2021.

Based on HC Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.