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Retirement Planning Company of New England’s Sunoco SUN Stock Holding History

Retirement Planning Company of New England’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
Q1 		– Sell
-260
Closed -$10K – 794
2021
Q4 		$10K Buy
+260
New +$10.3K ﹤0.01% 649

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Bank of America
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Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
BIM
Bridgecreek Investment Management Tulsa, Oklahoma $516M AUM 41.96% 1-Year Est. Return

Retirement Planning Company of New England's SUN Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of Sunoco (SUN) in Q1 2022, closing a stake of 260 shares — an estimated $10K sold.

Retirement Planning Company of New England first reported a position in SUN in Q4 2021 and held it in 1 quarter. The position peaked at $10K in Q4 2021. 169 funds tracked by Wall St. Rank hold SUN as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining Sunoco position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 260 Sunoco shares in Q1 2022, an estimated $10K.
  • Retirement Planning Company of New England first reported a position in Sunoco in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's Sunoco position peaked at $10K in Q4 2021.
  • 169 funds tracked by Wall St. Rank held Sunoco as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.