Prestige Wealth Management Group’s Sunoco SUN Stock Holding History

Prestige Wealth Management Group’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	-120	Closed	-$5.22K	–	1086
2023 Q2	$5.22K	Buy	120 +2	+2%	+$89	﹤0.01%	586
2023 Q1	$5.16K	Buy	118 +2	+2%	+$90	﹤0.01%	568
2022 Q4	$4.98K	Buy	116 +3	+3%	+$127	﹤0.01%	617
2022 Q3	$4K	Buy	113 +2	+2%	+$79	﹤0.01%	619
2022 Q2	$4K	Buy	111 +2	+2%	+$81	﹤0.01%	651
2022 Q1	$4K	Buy	109 +2	+2%	+$85	﹤0.01%	685
2021 Q4	$4K	Buy	107 +2	+2%	+$79	﹤0.01%	695
2021 Q3	$4K	Buy	105 +3	+3%	+$111	﹤0.01%	699
2021 Q2	$4K	Buy	102 +2	+2%	+$71	﹤0.01%	696
2021 Q1	$3K	Hold	100	–	–	﹤0.01%	744
2020 Q4	$3K	Hold	100	–	–	﹤0.01%	712
2020 Q3	$2K	Hold	100	–	–	﹤0.01%	708
2020 Q2	$2K	Hold	100	–	–	﹤0.01%	702
2020 Q1	$2K	Buy	+100	New	+$2.68K	﹤0.01%	678

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

Prestige Wealth Management Group's SUN Position: Q3 2023 in Review

Prestige Wealth Management Group sold out of Sunoco (SUN) in Q3 2023, closing a stake of 120 shares — an estimated $5.22K sold.

Prestige Wealth Management Group first reported a position in SUN in Q1 2020 and held it in 14 quarters. The position peaked at $5.22K in Q2 2023. 186 funds tracked by Wall St. Rank hold SUN as of Q3 2023.

Prestige Wealth Management Group reported no remaining Sunoco position as of Q3 2023 after selling out during the quarter.
Prestige Wealth Management Group sold 120 Sunoco shares in Q3 2023, an estimated $5.22K.
Prestige Wealth Management Group first reported a position in Sunoco in Q1 2020 and held it in 14 quarters.
Prestige Wealth Management Group's Sunoco position peaked at $5.22K in Q2 2023.
186 funds tracked by Wall St. Rank held Sunoco as of Q3 2023.

Based on Prestige Wealth Management Group's 13F filing for Q3 2023, filed 14 Nov 2023.