PFG Private Wealth Management’s Sunoco SUN Stock Holding History

PFG Private Wealth Management’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 Q3	–	Sell	-3	Closed	-$131	–	322
2023 Q2	$131	Hold	3	–	–	﹤0.01%	279
2023 Q1	$132	Hold	3	–	–	﹤0.01%	279
2022 Q4	$0	Hold	3	–	–	﹤0.01%	419
2022 Q3	$0	Hold	3	–	–	﹤0.01%	364
2022 Q2	$0	Hold	3	–	–	﹤0.01%	333
2022 Q1	$0	Buy	+3	New	+$128	﹤0.01%	348

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 $39B AUM 18.55% 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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

PFG Private Wealth Management's SUN Position: Q3 2023 in Review

PFG Private Wealth Management sold out of Sunoco (SUN) in Q3 2023, closing a stake of 3 shares — an estimated $131 sold.

PFG Private Wealth Management first reported a position in SUN in Q1 2022 and held it in 6 quarters. The position peaked at $132 in Q1 2023. 186 funds tracked by Wall St. Rank hold SUN as of Q3 2023.

PFG Private Wealth Management reported no remaining Sunoco position as of Q3 2023 after selling out during the quarter.
PFG Private Wealth Management sold 3 Sunoco shares in Q3 2023, an estimated $131.
PFG Private Wealth Management first reported a position in Sunoco in Q1 2022 and held it in 6 quarters.
PFG Private Wealth Management's Sunoco position peaked at $132 in Q1 2023.
186 funds tracked by Wall St. Rank held Sunoco as of Q3 2023.

Based on PFG Private Wealth Management's 13F filing for Q3 2023, filed 24 Oct 2023.