Planned Solutions’s Sunoco SUN Stock Holding History

Planned Solutions’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 Q4	–	Sell	-100	Closed	-$5.37K	–	566
2024 Q3	$5.37K	Buy	+100	New	+$5.42K	﹤0.01%	496

Other funds holding SUN

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

ICA

Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return

Planned Solutions's SUN Position: Q4 2024 in Review

Planned Solutions sold out of Sunoco (SUN) in Q4 2024, closing a stake of 100 shares — an estimated $5.37K sold.

Planned Solutions first reported a position in SUN in Q3 2024 and held it in 1 quarter. The position peaked at $5.37K in Q3 2024. 268 funds tracked by Wall St. Rank hold SUN as of Q4 2024.

Planned Solutions reported no remaining Sunoco position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 100 Sunoco shares in Q4 2024, an estimated $5.37K.
Planned Solutions first reported a position in Sunoco in Q3 2024 and held it in 1 quarter.
Planned Solutions's Sunoco position peaked at $5.37K in Q3 2024.
268 funds tracked by Wall St. Rank held Sunoco as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.