Pinnacle Private Wealth’s Sunoco SUN Stock Holding History

Pinnacle Private Wealth’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
2022 Q2	$1.57M	Sell	42,030 -450	-1%	-$18.3K	0.61%	41
2022 Q1	$1.74M	Sell	42,480 -1,300	-3%	-$55.3K	0.54%	40
2021 Q4	$1.79M	Buy	+43,780	New	+$1.74M	0.56%	38

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

AAA

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

Pinnacle Private Wealth's SUN Position: Q2 2022 in Review

Pinnacle Private Wealth reduced its Sunoco (SUN) stake by 1.1% in Q2 2022, selling an estimated $18.3K and leaving 42,030 shares worth $1.57M. The position accounts for 0.61% of the portfolio, ranked #41.

Pinnacle Private Wealth first reported a position in SUN in Q4 2021 and has held it in 3 quarters since. The position peaked at $1.79M in Q4 2021. 167 funds tracked by Wall St. Rank hold SUN as of Q2 2022.

Pinnacle Private Wealth held 42,030 shares of Sunoco worth $1.57M as of Q2 2022.
Pinnacle Private Wealth sold 450 Sunoco shares in Q2 2022, an estimated $18.3K.
Sunoco made up 0.61% of Pinnacle Private Wealth's portfolio in Q2 2022, its #41 holding.
Pinnacle Private Wealth first reported a position in Sunoco in Q4 2021 and has held it in 3 quarters since.
Pinnacle Private Wealth's Sunoco position peaked at $1.79M in Q4 2021.
167 funds tracked by Wall St. Rank held Sunoco as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.