Professional Financial Advisors’s Sunoco SUN Stock Holding History

Professional Financial 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
2022 Q4	–	Sell	-452	Closed	-$18K	–	406
2022 Q3	$18K	Hold	452	–	–	0.01%	239
2022 Q2	$17K	Hold	452	–	–	0.01%	250
2022 Q1	$18K	Hold	452	–	–	0.01%	249
2021 Q4	$18K	Hold	452	–	–	0.01%	260
2021 Q3	$17K	Hold	452	–	–	0.01%	226
2021 Q2	$17K	Hold	452	–	–	0.01%	238
2021 Q1	$14K	Hold	452	–	–	0.01%	221
2020 Q4	$13K	Hold	452	–	–	0.01%	222
2020 Q3	$11K	Buy	+452	New	+$11.4K	0.01%	220

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

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

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AAA

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

Professional Financial Advisors's SUN Position: Q4 2022 in Review

Professional Financial Advisors sold out of Sunoco (SUN) in Q4 2022, closing a stake of 452 shares — an estimated $18K sold.

Professional Financial Advisors first reported a position in SUN in Q3 2020 and held it in 9 quarters. The position peaked at $18K in Q3 2022. 178 funds tracked by Wall St. Rank hold SUN as of Q4 2022.

Professional Financial Advisors reported no remaining Sunoco position as of Q4 2022 after selling out during the quarter.
Professional Financial Advisors sold 452 Sunoco shares in Q4 2022, an estimated $18K.
Professional Financial Advisors first reported a position in Sunoco in Q3 2020 and held it in 9 quarters.
Professional Financial Advisors's Sunoco position peaked at $18K in Q3 2022.
178 funds tracked by Wall St. Rank held Sunoco as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.