Spire Wealth Management’s Sunoco SUN Stock Holding History

Spire 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
2022 Q2	–	Sell	-261	Closed	-$11K	–	2823
2022 Q1	$11K	Sell	261 -8,165	-97%	-$347K	﹤0.01%	2009
2021 Q4	$344K	Buy	+8,426	New	+$334K	0.01%	850
2021 Q2	–	Sell	-4,050	Closed	-$131K	–	2947
2021 Q1	$131K	Buy	+4,050	New	+$127K	﹤0.01%	1269

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

BHC

Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 44.45% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 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

Spire Wealth Management's SUN Position: Q2 2022 in Review

Spire Wealth Management sold out of Sunoco (SUN) in Q2 2022, closing a stake of 261 shares — an estimated $11K sold.

Spire Wealth Management first reported a position in SUN in Q1 2021 and held it in 3 quarters. The position peaked at $344K in Q4 2021. 167 funds tracked by Wall St. Rank hold SUN as of Q2 2022.

Spire Wealth Management reported no remaining Sunoco position as of Q2 2022 after selling out during the quarter.
Spire Wealth Management sold 261 Sunoco shares in Q2 2022, an estimated $11K.
Spire Wealth Management first reported a position in Sunoco in Q1 2021 and held it in 3 quarters.
Spire Wealth Management's Sunoco position peaked at $344K in Q4 2021.
167 funds tracked by Wall St. Rank held Sunoco as of Q2 2022.

Based on Spire Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.