KA
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Kovack Advisors’s Sunoco SUN Stock Holding History

Kovack 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
2024
Q1 		– Sell
-3,564
Closed -$214K – 593
2023
Q4 		$214K Buy
+3,564
New +$190K 0.03% 508

Other funds holding SUN

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
BHC
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 44.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kovack Advisors's SUN Position: Q1 2024 in Review

Kovack Advisors sold out of Sunoco (SUN) in Q1 2024, closing a stake of 3,564 shares — an estimated $214K sold.

Kovack Advisors first reported a position in SUN in Q4 2023 and held it in 1 quarter. The position peaked at $214K in Q4 2023. 211 funds tracked by Wall St. Rank hold SUN as of Q1 2024.

  • Kovack Advisors reported no remaining Sunoco position as of Q1 2024 after selling out during the quarter.
  • Kovack Advisors sold 3,564 Sunoco shares in Q1 2024, an estimated $214K.
  • Kovack Advisors first reported a position in Sunoco in Q4 2023 and held it in 1 quarter.
  • Kovack Advisors's Sunoco position peaked at $214K in Q4 2023.
  • 211 funds tracked by Wall St. Rank held Sunoco as of Q1 2024.

Based on Kovack Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.