High Net Worth Advisory Group’s Sunoco SUN Stock Holding History

High Net Worth Advisory Group’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
2023 Q1	–	Sell	-1,000	Closed	-$43.1K	–	529
2022 Q4	$43.1K	Hold	1,000	–	–	0.02%	350
2022 Q3	$39K	Hold	1,000	–	–	0.02%	366
2022 Q2	$37K	Hold	1,000	–	–	0.02%	367
2022 Q1	$41K	Hold	1,000	–	–	0.01%	365
2021 Q4	$41K	Buy	+1,000	New	+$39.7K	0.01%	371

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

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

High Net Worth Advisory Group's SUN Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Sunoco (SUN) in Q1 2023, closing a stake of 1,000 shares — an estimated $43.1K sold.

High Net Worth Advisory Group first reported a position in SUN in Q4 2021 and held it in 5 quarters. The position peaked at $43.1K in Q4 2022. 181 funds tracked by Wall St. Rank hold SUN as of Q1 2023.

High Net Worth Advisory Group reported no remaining Sunoco position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 1,000 Sunoco shares in Q1 2023, an estimated $43.1K.
High Net Worth Advisory Group first reported a position in Sunoco in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's Sunoco position peaked at $43.1K in Q4 2022.
181 funds tracked by Wall St. Rank held Sunoco as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.