Ahrens Investment Partners’s Suncor Energy SU Stock Holding History

Ahrens Investment Partners’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
2023 Q1	$13.5K	Buy	+434	New	+$14.1K	0.01%	554
2022 Q3	–	Sell	-934	Closed	-$33K	–	803
2022 Q2	$33K	Hold	934	–	–	0.01%	409
2022 Q1	$30K	Sell	934 -1,540	-62%	-$45.7K	0.01%	512
2021 Q4	$62K	Buy	+2,474	New	+$60.3K	0.03%	372
2021 Q3	–	Sell	-16,574	Closed	-$397K	–	241
2021 Q2	$397K	Sell	16,574 -1,800	-10%	-$41.3K	0.18%	141
2021 Q1	$384K	Buy	+18,374	New	+$360K	0.19%	128

Other funds holding SU

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

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

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

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

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

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Ahrens Investment Partners's SU Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Suncor Energy (SU) in Q1 2023: 434 shares worth $13.5K. The stake represents 0.01% of the portfolio and ranks #554 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in SU as recently as Q2 2022.

Ahrens Investment Partners first reported a position in SU in Q1 2021 and has held it in 6 quarters since. The position peaked at $397K in Q2 2021. 592 funds tracked by Wall St. Rank hold SU as of Q1 2023.

Ahrens Investment Partners held 434 shares of Suncor Energy worth $13.5K as of Q1 2023.
Suncor Energy was a new Ahrens Investment Partners position in Q1 2023.
Suncor Energy made up 0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #554 holding.
Ahrens Investment Partners first reported a position in Suncor Energy in Q1 2021 and has held it in 6 quarters since.
Ahrens Investment Partners's Suncor Energy position peaked at $397K in Q2 2021.
592 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.