Monograph Wealth Advisors’s Sunoco SUN Stock Holding History

Monograph Wealth 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
2023 Q2	–	Sell	-6,780	Closed	-$298K	–	93
2023 Q1	$298K	Hold	6,780	–	–	0.07%	66
2022 Q4	$292K	Buy	+6,780	New	+$286K	0.08%	72

Other funds holding SUN

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

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

BHC

Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 41.61% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Monograph Wealth Advisors's SUN Position: Q2 2023 in Review

Monograph Wealth Advisors sold out of Sunoco (SUN) in Q2 2023, closing a stake of 6,780 shares — an estimated $298K sold.

Monograph Wealth Advisors first reported a position in SUN in Q4 2022 and held it in 2 quarters. The position peaked at $298K in Q1 2023. 188 funds tracked by Wall St. Rank hold SUN as of Q2 2023.

Monograph Wealth Advisors reported no remaining Sunoco position as of Q2 2023 after selling out during the quarter.
Monograph Wealth Advisors sold 6,780 Sunoco shares in Q2 2023, an estimated $298K.
Monograph Wealth Advisors first reported a position in Sunoco in Q4 2022 and held it in 2 quarters.
Monograph Wealth Advisors's Sunoco position peaked at $298K in Q1 2023.
188 funds tracked by Wall St. Rank held Sunoco as of Q2 2023.

Based on Monograph Wealth Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.