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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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BHC
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 41.61% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return