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Truvestments Capital’s Sunoco SUN Stock Holding History

Truvestments Capital’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
-100
Closed -$3K – 690
2021
Q1 		$3K Hold
100
– – ﹤0.01% 582
2020
Q4 		$3K Hold
100
– – ﹤0.01% 531
2020
Q3 		$2K Hold
100
– – ﹤0.01% 294
2020
Q2 		$2K Buy
+100
New +$2.33K ﹤0.01% 518

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 $984M AUM 41.12% 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

Truvestments Capital's SUN Position: Q2 2021 in Review

Truvestments Capital sold out of Sunoco (SUN) in Q2 2021, closing a stake of 100 shares — an estimated $3K sold.

Truvestments Capital first reported a position in SUN in Q2 2020 and held it in 4 quarters. The position peaked at $3K in Q1 2021. 145 funds tracked by Wall St. Rank hold SUN as of Q2 2021.

  • Truvestments Capital reported no remaining Sunoco position as of Q2 2021 after selling out during the quarter.
  • Truvestments Capital sold 100 Sunoco shares in Q2 2021, an estimated $3K.
  • Truvestments Capital first reported a position in Sunoco in Q2 2020 and held it in 4 quarters.
  • Truvestments Capital's Sunoco position peaked at $3K in Q1 2021.
  • 145 funds tracked by Wall St. Rank held Sunoco as of Q2 2021.

Based on Truvestments Capital's 13F filing for Q2 2021, filed 12 Aug 2021.