Sound Income Strategies’s Sunoco SUN Stock Holding History

Sound Income Strategies’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 Q3	–	Sell	-28	Closed	-$1.58K	–	1497
2024 Q2	$1.58K	Hold	28	–	–	﹤0.01%	1134
2024 Q1	$1.69K	Buy	+28	New	+$1.69K	﹤0.01%	1092
2022 Q3	–	Sell	-107	Closed	-$4K	–	969
2022 Q2	$4K	Hold	107	–	–	﹤0.01%	629
2022 Q1	$4K	Hold	107	–	–	﹤0.01%	642
2021 Q4	$4K	Hold	107	–	–	﹤0.01%	638
2021 Q3	$4K	Hold	107	–	–	﹤0.01%	612
2021 Q2	$4K	Hold	107	–	–	﹤0.01%	646
2021 Q1	$3.41K	Hold	107	–	–	﹤0.01%	683
2020 Q4	$3K	Hold	107	–	–	﹤0.01%	685
2020 Q3	$3K	Hold	107	–	–	﹤0.01%	629
2020 Q2	$2K	Hold	107	–	–	﹤0.01%	654
2020 Q1	$2K	Hold	107	–	–	﹤0.01%	609
2019 Q4	$3K	Buy	+107	New	+$3.37K	﹤0.01%	541

Other funds holding SUN

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

ICA

Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Sound Income Strategies's SUN Position: Q3 2024 in Review

Sound Income Strategies sold out of Sunoco (SUN) in Q3 2024, closing a stake of 28 shares — an estimated $1.58K sold.

Sound Income Strategies first reported a position in SUN in Q4 2019 and held it in 13 quarters. The position peaked at $4K in Q2 2022. 274 funds tracked by Wall St. Rank hold SUN as of Q3 2024.

Sound Income Strategies reported no remaining Sunoco position as of Q3 2024 after selling out during the quarter.
Sound Income Strategies sold 28 Sunoco shares in Q3 2024, an estimated $1.58K.
Sound Income Strategies first reported a position in Sunoco in Q4 2019 and held it in 13 quarters.
Sound Income Strategies's Sunoco position peaked at $4K in Q2 2022.
274 funds tracked by Wall St. Rank held Sunoco as of Q3 2024.

Based on Sound Income Strategies's 13F filing for Q3 2024, filed 10 Oct 2024.