PFS
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Prospera Financial Services’s Sunoco SUN Stock Holding History

Prospera Financial Services’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
Q2 		– Sell
-348
Closed -$14K – 2500
2022
Q1 		$14K Buy
+348
New +$14.8K ﹤0.01% 1898
2020
Q4 		– Sell
-16
Closed – – 1464
2020
Q3 		$0 Buy
+16
New +$403 ﹤0.01% 1694

Other funds holding SUN

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
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
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Prospera Financial Services's SUN Position: Q2 2022 in Review

Prospera Financial Services sold out of Sunoco (SUN) in Q2 2022, closing a stake of 348 shares — an estimated $14K sold.

Prospera Financial Services first reported a position in SUN in Q3 2020 and held it in 2 quarters. The position peaked at $14K in Q1 2022. 167 funds tracked by Wall St. Rank hold SUN as of Q2 2022.

  • Prospera Financial Services reported no remaining Sunoco position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 348 Sunoco shares in Q2 2022, an estimated $14K.
  • Prospera Financial Services first reported a position in Sunoco in Q3 2020 and held it in 2 quarters.
  • Prospera Financial Services's Sunoco position peaked at $14K in Q1 2022.
  • 167 funds tracked by Wall St. Rank held Sunoco as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.