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Herold Advisors’s Sunoco SUN Stock Holding History

Herold 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
2022
Q2 		– Sell
-700
Closed -$28.6K – 611
2022
Q1 		$28.6K Buy
+700
New +$29.8K 0.01% 460

Other funds holding SUN

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BHC
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 44.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Herold Advisors's SUN Position: Q2 2022 in Review

Herold Advisors sold out of Sunoco (SUN) in Q2 2022, closing a stake of 700 shares — an estimated $28.6K sold.

Herold Advisors first reported a position in SUN in Q1 2022 and held it in 1 quarter. The position peaked at $28.6K in Q1 2022. 167 funds tracked by Wall St. Rank hold SUN as of Q2 2022.

  • Herold Advisors reported no remaining Sunoco position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 700 Sunoco shares in Q2 2022, an estimated $28.6K.
  • Herold Advisors first reported a position in Sunoco in Q1 2022 and held it in 1 quarter.
  • Herold Advisors's Sunoco position peaked at $28.6K in Q1 2022.
  • 167 funds tracked by Wall St. Rank held Sunoco as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.