Prime Capital Investment Advisors’s Sunoco SUN Stock Holding History

Prime Capital Investment Advisors’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	-3,918	Closed	-$236K	–	1028
2024 Q1	$236K	Sell	3,918 -35	-0.9%	-$2.12K	﹤0.01%	864
2023 Q4	$237K	Buy	+3,953	New	+$210K	﹤0.01%	820
2023 Q3	–	Sell	-4,940	Closed	-$215K	–	803
2023 Q2	$215K	Buy	+4,940	New	+$219K	﹤0.01%	689
2023 Q1	–	Sell	-4,790	Closed	-$206K	–	650
2022 Q4	$206K	Buy	+4,790	New	+$202K	0.01%	490
2020 Q2	–	Sell	-920	Closed	-$14K	–	521
2020 Q1	$14K	Buy	+920	New	+$24.7K	﹤0.01%	386

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Prime Capital Investment Advisors's SUN Position: Q2 2024 in Review

Prime Capital Investment Advisors sold out of Sunoco (SUN) in Q2 2024, closing a stake of 3,918 shares — an estimated $236K sold.

Prime Capital Investment Advisors first reported a position in SUN in Q1 2020 and held it in 5 quarters. The position peaked at $237K in Q4 2023. 273 funds tracked by Wall St. Rank hold SUN as of Q2 2024.

Prime Capital Investment Advisors reported no remaining Sunoco position as of Q2 2024 after selling out during the quarter.
Prime Capital Investment Advisors sold 3,918 Sunoco shares in Q2 2024, an estimated $236K.
Prime Capital Investment Advisors first reported a position in Sunoco in Q1 2020 and held it in 5 quarters.
Prime Capital Investment Advisors's Sunoco position peaked at $237K in Q4 2023.
273 funds tracked by Wall St. Rank held Sunoco as of Q2 2024.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.