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

Other funds holding SUN

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.71B AUM 14.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Park Avenue Securities's SUN Position: Q2 2024 in Review

Park Avenue Securities sold out of Sunoco (SUN) in Q2 2024, closing a stake of 3,560 shares — an estimated $215K sold.

Park Avenue Securities first reported a position in SUN in Q4 2019 and held it in 3 quarters. The position peaked at $280K in Q4 2019. 273 funds tracked by Wall St. Rank hold SUN as of Q2 2024.

  • Park Avenue Securities reported no remaining Sunoco position as of Q2 2024 after selling out during the quarter.
  • Park Avenue Securities sold 3,560 Sunoco shares in Q2 2024, an estimated $215K.
  • Park Avenue Securities first reported a position in Sunoco in Q4 2019 and held it in 3 quarters.
  • Park Avenue Securities's Sunoco position peaked at $280K in Q4 2019.
  • 273 funds tracked by Wall St. Rank held Sunoco as of Q2 2024.

Based on Park Avenue Securities's 13F filing for Q2 2024, filed 9 Jul 2024.