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Wipfli Financial Advisors’s Sunoco SUN Stock Holding History

Wipfli Financial Advisors’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
Q3 		$0 Buy
+2
New +$79 ﹤0.01% 2613

Other funds holding SUN

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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

Wipfli Financial Advisors's SUN Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Sunoco (SUN) in Q3 2022: 2 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #2613 among its holdings.

168 funds tracked by Wall St. Rank hold SUN as of Q3 2022.

  • Wipfli Financial Advisors held 2 shares of Sunoco worth $0 as of Q3 2022.
  • Sunoco was a new Wipfli Financial Advisors position in Q3 2022.
  • Sunoco made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2613 holding.
  • 168 funds tracked by Wall St. Rank held Sunoco as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.