Sowell Financial Services’s Sunoco SUN Stock Holding History

Sowell Financial Services’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	-103	Closed	-$4K	–	2446
2021 Q1	$4K	Buy	+103	New	+$3.22K	﹤0.01%	2686

Other funds holding SUN

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

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

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 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 Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Sowell Financial Services's SUN Position: Q2 2021 in Review

Sowell Financial Services sold out of Sunoco (SUN) in Q2 2021, closing a stake of 103 shares — an estimated $4K sold.

Sowell Financial Services first reported a position in SUN in Q1 2021 and held it in 1 quarter. The position peaked at $4K in Q1 2021. 145 funds tracked by Wall St. Rank hold SUN as of Q2 2021.

Sowell Financial Services reported no remaining Sunoco position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 103 Sunoco shares in Q2 2021, an estimated $4K.
Sowell Financial Services first reported a position in Sunoco in Q1 2021 and held it in 1 quarter.
Sowell Financial Services's Sunoco position peaked at $4K in Q1 2021.
145 funds tracked by Wall St. Rank held Sunoco as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.