IPG Investment Advisors’s Sunoco SUN Stock Holding History

IPG Investment 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
2025 Q2	–	Sell	-3,760	Closed	-$218K	–	203
2025 Q1	$218K	Buy	+3,760	New	+$213K	0.05%	152
2024 Q4	–	Sell	-3,760	Closed	-$202K	–	204
2024 Q3	$202K	Hold	3,760	–	–	0.04%	161
2024 Q2	$213K	Hold	3,760	–	–	0.05%	156
2024 Q1	$227K	Hold	3,760	–	–	0.05%	140
2023 Q4	$225K	Sell	3,760 -990	-21%	-$52.7K	0.05%	165
2023 Q3	$233K	Sell	4,750 -1,200	-20%	-$54.5K	0.05%	141
2023 Q2	$259K	Sell	5,950 -1,550	-21%	-$68.6K	0.06%	139
2023 Q1	$329K	Sell	7,500 -1,620	-18%	-$73K	0.08%	114
2022 Q4	$393K	Sell	9,120 -1,370	-13%	-$57.8K	0.11%	85
2022 Q3	$409K	Buy	10,490 +200	+2%	+$7.87K	0.11%	81
2022 Q2	$383K	Buy	10,290 +2,860	+38%	+$116K	0.1%	90
2022 Q1	$303K	Buy	7,430 +1,050	+16%	+$44.7K	0.06%	126
2021 Q4	$261K	Buy	+6,380	New	+$253K	0.05%	160

Other funds holding SUN

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Mirae Asset Global ETFs Holdings

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

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

Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return

Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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