AllSquare Wealth Management’s Suncor Energy SU Stock Holding History

AllSquare Wealth Management’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 Q4	–	Sell	-500	Closed	-$6K	–	486
2020 Q3	$6K	Hold	500	–	–	﹤0.01%	377
2020 Q2	$8K	Hold	500	–	–	0.01%	360
2020 Q1	$8K	Hold	500	–	–	0.01%	334
2019 Q4	$16K	Hold	500	–	–	0.01%	284
2019 Q3	$16K	Hold	500	–	–	0.01%	282
2019 Q2	$16K	Hold	500	–	–	0.01%	286
2019 Q1	$16K	Sell	500 -331	-40%	-$10.8K	0.01%	278
2018 Q4	$23K	Hold	831	–	–	0.02%	243
2018 Q3	$32K	Hold	831	–	–	0.02%	222
2018 Q2	$34K	Buy	+831	New	+$32.4K	0.03%	218

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

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

AllSquare Wealth Management's SU Position: Q4 2020 in Review

AllSquare Wealth Management sold out of Suncor Energy (SU) in Q4 2020, closing a stake of 500 shares — an estimated $6K sold.

AllSquare Wealth Management first reported a position in SU in Q2 2018 and held it in 10 quarters. The position peaked at $34K in Q2 2018. 449 funds tracked by Wall St. Rank hold SU as of Q4 2020.

AllSquare Wealth Management reported no remaining Suncor Energy position as of Q4 2020 after selling out during the quarter.
AllSquare Wealth Management sold 500 Suncor Energy shares in Q4 2020, an estimated $6K.
AllSquare Wealth Management first reported a position in Suncor Energy in Q2 2018 and held it in 10 quarters.
AllSquare Wealth Management's Suncor Energy position peaked at $34K in Q2 2018.
449 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2020.

Based on AllSquare Wealth Management's 13F filing for Q4 2020, filed 9 Feb 2021.