LGT Financial Advisors’s Sunoco SUN Stock Holding History

LGT Financial 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	-102	Closed	-$6.09K	–	856
2023 Q4	$6.09K	Buy	102 +2	+2%	+$106	0.01%	592
2023 Q3	$4.89K	Buy	+100	New	+$4.54K	0.01%	624

Other funds holding SUN

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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

BHC

Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 44.45% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LGT Financial Advisors's SUN Position: Q1 2024 in Review

LGT Financial Advisors sold out of Sunoco (SUN) in Q1 2024, closing a stake of 102 shares — an estimated $6.09K sold.

LGT Financial Advisors first reported a position in SUN in Q3 2023 and held it in 2 quarters. The position peaked at $6.09K in Q4 2023. 211 funds tracked by Wall St. Rank hold SUN as of Q1 2024.

LGT Financial Advisors reported no remaining Sunoco position as of Q1 2024 after selling out during the quarter.
LGT Financial Advisors sold 102 Sunoco shares in Q1 2024, an estimated $6.09K.
LGT Financial Advisors first reported a position in Sunoco in Q3 2023 and held it in 2 quarters.
LGT Financial Advisors's Sunoco position peaked at $6.09K in Q4 2023.
211 funds tracked by Wall St. Rank held Sunoco as of Q1 2024.

Based on LGT Financial Advisors's 13F filing for Q1 2024, filed 2 May 2024.