SWM
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Selective Wealth Management’s Sunoco SUN Stock Holding History

Selective Wealth Management’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
2021
Q2 		– Sell
-500
Closed -$16K – 548
2021
Q1 		$16K Sell
500
-400
-44% -$12.5K 0.01% 213
2020
Q4 		$26K Hold
900
– – 0.02% 156
2020
Q3 		$22K Hold
900
– – 0.02% 150
2020
Q2 		$21K Buy
+900
New +$20.9K 0.02% 173
2018
Q3 		$4K Buy
+150
New +$4.04K 0.05% 127

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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
BHC
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 44.45% 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 $882M AUM 42% 1-Year Est. Return
BIM
Bridgecreek Investment Management Tulsa, Oklahoma $516M AUM 41.96% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Selective Wealth Management's SUN Position: Q2 2021 in Review

Selective Wealth Management sold out of Sunoco (SUN) in Q2 2021, closing a stake of 500 shares — an estimated $16K sold.

Selective Wealth Management first reported a position in SUN in Q3 2018 and held it in 5 quarters. The position peaked at $26K in Q4 2020. 145 funds tracked by Wall St. Rank hold SUN as of Q2 2021.

  • Selective Wealth Management reported no remaining Sunoco position as of Q2 2021 after selling out during the quarter.
  • Selective Wealth Management sold 500 Sunoco shares in Q2 2021, an estimated $16K.
  • Selective Wealth Management first reported a position in Sunoco in Q3 2018 and held it in 5 quarters.
  • Selective Wealth Management's Sunoco position peaked at $26K in Q4 2020.
  • 145 funds tracked by Wall St. Rank held Sunoco as of Q2 2021.

Based on Selective Wealth Management's 13F filing for Q2 2021, filed 8 Jul 2021.