Acima Private Wealth’s Suncor Energy SU Stock Holding History

Acima Private Wealth’s Portfolio SU Stock Details SU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-1,450	Closed	-$23K	–	264
2020 Q1	$23K	Hold	1,450	–	–	0.02%	197
2019 Q4	$48K	Hold	1,450	–	–	0.03%	190
2019 Q3	$45K	Hold	1,450	–	–	0.03%	193
2019 Q2	$45K	Hold	1,450	–	–	0.04%	185
2019 Q1	$47K	Buy	1,450 +320	+28%	+$10.4K	0.04%	176
2018 Q4	$32K	Buy	+1,130	New	+$37.5K	0.03%	178

Other funds holding SU

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Acima Private Wealth's SU Position: Q2 2020 in Review

Acima Private Wealth sold out of Suncor Energy (SU) in Q2 2020, closing a stake of 1,450 shares — an estimated $23K sold.

Acima Private Wealth first reported a position in SU in Q4 2018 and held it in 6 quarters. The position peaked at $48K in Q4 2019. 452 funds tracked by Wall St. Rank hold SU as of Q2 2020.

Acima Private Wealth reported no remaining Suncor Energy position as of Q2 2020 after selling out during the quarter.
Acima Private Wealth sold 1,450 Suncor Energy shares in Q2 2020, an estimated $23K.
Acima Private Wealth first reported a position in Suncor Energy in Q4 2018 and held it in 6 quarters.
Acima Private Wealth's Suncor Energy position peaked at $48K in Q4 2019.
452 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2020.

Based on Acima Private Wealth's 13F filing for Q2 2020, filed 14 May 2021.