Sendero Wealth Management’s Sunoco SUN Stock Holding History

Sendero 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
2024 Q4	–	Sell	-5,994	Closed	-$322K	–	167
2024 Q3	$322K	Hold	5,994	–	–	0.05%	143
2024 Q2	$339K	Buy	+5,994	New	+$327K	0.06%	137

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

EIP

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

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

Blackstone Inc New York $39B AUM 18.55% 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

Sendero Wealth Management's SUN Position: Q4 2024 in Review

Sendero Wealth Management sold out of Sunoco (SUN) in Q4 2024, closing a stake of 5,994 shares — an estimated $322K sold.

Sendero Wealth Management first reported a position in SUN in Q2 2024 and held it in 2 quarters. The position peaked at $339K in Q2 2024. 268 funds tracked by Wall St. Rank hold SUN as of Q4 2024.

Sendero Wealth Management reported no remaining Sunoco position as of Q4 2024 after selling out during the quarter.
Sendero Wealth Management sold 5,994 Sunoco shares in Q4 2024, an estimated $322K.
Sendero Wealth Management first reported a position in Sunoco in Q2 2024 and held it in 2 quarters.
Sendero Wealth Management's Sunoco position peaked at $339K in Q2 2024.
268 funds tracked by Wall St. Rank held Sunoco as of Q4 2024.

Based on Sendero Wealth Management's 13F filing for Q4 2024, filed 14 Jan 2025.