High Note Wealth’s Sunoco SUN Stock Holding History

High Note Wealth’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
2025 Q1	–	Sell	-100	Closed	-$5.14K	–	957
2024 Q4	$5.14K	Buy	+100	New	+$5.29K	﹤0.01%	422

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

EIP

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

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

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

TCA

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

High Note Wealth's SUN Position: Q1 2025 in Review

High Note Wealth sold out of Sunoco (SUN) in Q1 2025, closing a stake of 100 shares — an estimated $5.14K sold.

High Note Wealth first reported a position in SUN in Q4 2024 and held it in 1 quarter. The position peaked at $5.14K in Q4 2024. 289 funds tracked by Wall St. Rank hold SUN as of Q1 2025.

High Note Wealth reported no remaining Sunoco position as of Q1 2025 after selling out during the quarter.
High Note Wealth sold 100 Sunoco shares in Q1 2025, an estimated $5.14K.
High Note Wealth first reported a position in Sunoco in Q4 2024 and held it in 1 quarter.
High Note Wealth's Sunoco position peaked at $5.14K in Q4 2024.
289 funds tracked by Wall St. Rank held Sunoco as of Q1 2025.

Based on High Note Wealth's 13F filing for Q1 2025, filed 1 May 2025.