PAS
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Park Avenue Securities’s Sunoco SUN Stock Holding History

Park Avenue Securities’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
Q2 		– Sell
-3,560
Closed -$215K – 1412
2024
Q1 		$215K Buy
3,560
+23
+0.7% +$1.39K ﹤0.01% 1306
2023
Q4 		$212K Buy
+3,537
New +$188K ﹤0.01% 1277
2020
Q1 		– Sell
-9,143
Closed -$280K – 567
2019
Q4 		$280K Buy
+9,143
New +$288K 0.01% 490

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TCA
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ICA
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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return