OIA
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OneDigital Investment Advisors’s Sunoco SUN Stock Holding History

OneDigital 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
2021
Q3 		– Sell
-8,111
Closed -$306K – 810
2021
Q2 		$306K Buy
8,111
+2
+0% +$71 0.01% 551
2021
Q1 		$258K Sell
8,109
-1,998
-20% -$62.4K 0.01% 549
2020
Q4 		$291K Buy
10,107
+3
+0% +$81 0.02% 497
2020
Q3 		$246K Sell
10,104
-4
-0% -$101 0.02% 493
2020
Q2 		$231K Buy
10,108
+108
+1% +$2.51K 0.02% 510
2020
Q1 		$156K Hold
10,000
– – 0.01% 487
2019
Q4 		$306K Buy
+10,000
New +$315K 0.02% 413
2019
Q2 		– Sell
-1,500
Closed -$47K – 1273
2019
Q1 		$47K Buy
+1,500
New +$44.7K 0.01% 505
2018
Q4 		– Hold
0
– – – 498

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BHC
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Allianz Asset Management
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AAA
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BIM
Bridgecreek Investment Management Tulsa, Oklahoma $516M AUM 41.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return