WIM
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WealthPlan Investment Management’s Sunoco SUN Stock Holding History

WealthPlan Investment 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
2023
Q1 		– Sell
-10,276
Closed -$482K – 566
2022
Q4 		$482K Sell
10,276
-150
-1% -$6.33K 0.03% 258
2022
Q3 		$453K Buy
+10,426
New +$410K 0.03% 253

Other funds holding SUN

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Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BHC
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 41.61% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WealthPlan Investment Management's SUN Position: Q1 2023 in Review

WealthPlan Investment Management sold out of Sunoco (SUN) in Q1 2023, closing a stake of 10,276 shares — an estimated $482K sold.

WealthPlan Investment Management first reported a position in SUN in Q3 2022 and held it in 2 quarters. The position peaked at $482K in Q4 2022. 181 funds tracked by Wall St. Rank hold SUN as of Q1 2023.

  • WealthPlan Investment Management reported no remaining Sunoco position as of Q1 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 10,276 Sunoco shares in Q1 2023, an estimated $482K.
  • WealthPlan Investment Management first reported a position in Sunoco in Q3 2022 and held it in 2 quarters.
  • WealthPlan Investment Management's Sunoco position peaked at $482K in Q4 2022.
  • 181 funds tracked by Wall St. Rank held Sunoco as of Q1 2023.

Based on WealthPlan Investment Management's 13F filing for Q1 2023, filed 8 May 2023.