Optimum Investment Advisors’s Sunoco SUN Stock Holding History

Optimum 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
2023 Q1	–	Sell	-1,000	Closed	-$43.1K	–	780
2022 Q4	$43.1K	Hold	1,000	–	–	0.02%	397
2022 Q3	$39K	Hold	1,000	–	–	0.02%	416
2022 Q2	$37K	Hold	1,000	–	–	0.02%	442
2022 Q1	$41K	Hold	1,000	–	–	0.02%	473
2021 Q4	$41K	Hold	1,000	–	–	0.02%	501
2021 Q3	$37K	Hold	1,000	–	–	0.02%	508
2021 Q2	$38K	Hold	1,000	–	–	0.01%	566
2021 Q1	$32K	Hold	1,000	–	–	0.01%	589
2020 Q4	$29K	Hold	1,000	–	–	0.01%	565
2020 Q3	$24K	Hold	1,000	–	–	0.01%	578
2020 Q2	$23K	Sell	1,000 -500	-33%	-$11.6K	0.01%	585
2020 Q1	$23K	Sell	1,500 -500	-25%	-$13.4K	0.01%	552
2019 Q4	$61K	Hold	2,000	–	–	0.02%	481
2019 Q3	$63K	Sell	2,000 -3,000	-60%	-$95.6K	0.02%	467
2019 Q2	$156K	Hold	5,000	–	–	0.05%	307
2019 Q1	$156K	Hold	5,000	–	–	0.05%	308
2018 Q4	$136K	Hold	5,000	–	–	0.05%	319
2018 Q3	$148K	Buy	5,000 +1,000	+25%	+$26.9K	0.04%	340
2018 Q2	$100K	Hold	4,000	–	–	0.03%	403
2018 Q1	$102K	Buy	+4,000	New	+$118K	0.03%	403

Other funds holding SUN

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BHC

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AAA

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

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

Optimum Investment Advisors's SUN Position: Q1 2023 in Review

Optimum Investment Advisors sold out of Sunoco (SUN) in Q1 2023, closing a stake of 1,000 shares — an estimated $43.1K sold.

Optimum Investment Advisors first reported a position in SUN in Q1 2018 and held it in 20 quarters. The position peaked at $156K in Q2 2019. 181 funds tracked by Wall St. Rank hold SUN as of Q1 2023.

Optimum Investment Advisors reported no remaining Sunoco position as of Q1 2023 after selling out during the quarter.
Optimum Investment Advisors sold 1,000 Sunoco shares in Q1 2023, an estimated $43.1K.
Optimum Investment Advisors first reported a position in Sunoco in Q1 2018 and held it in 20 quarters.
Optimum Investment Advisors's Sunoco position peaked at $156K in Q2 2019.
181 funds tracked by Wall St. Rank held Sunoco as of Q1 2023.

Based on Optimum Investment Advisors's 13F filing for Q1 2023, filed 3 May 2023.