Register Financial Advisors’s Sunoco SUN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-928	Closed	-$52.5K	–	641
2024 Q2	$52.5K	Buy	928 +15	+2%	+$818	0.03%	342
2024 Q1	$55.1K	Buy	+913	New	+$55.2K	0.03%	330

Other funds holding SUN

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

ICA

Infrastructure Capital Advisors New York $1.71B AUM 14.82% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Register Financial Advisors's SUN Position: Q3 2024 in Review

Register Financial Advisors sold out of Sunoco (SUN) in Q3 2024, closing a stake of 928 shares — an estimated $52.5K sold.

Register Financial Advisors first reported a position in SUN in Q1 2024 and held it in 2 quarters. The position peaked at $55.1K in Q1 2024. 274 funds tracked by Wall St. Rank hold SUN as of Q3 2024.

Register Financial Advisors reported no remaining Sunoco position as of Q3 2024 after selling out during the quarter.
Register Financial Advisors sold 928 Sunoco shares in Q3 2024, an estimated $52.5K.
Register Financial Advisors first reported a position in Sunoco in Q1 2024 and held it in 2 quarters.
Register Financial Advisors's Sunoco position peaked at $55.1K in Q1 2024.
274 funds tracked by Wall St. Rank held Sunoco as of Q3 2024.

Based on Register Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.