Altus Wealth Group’s Suncor Energy SU Stock Holding History

Altus Wealth Group’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
2021 Q1	–	Sell	-58	Closed	-$1K	–	697
2020 Q4	$1K	Buy	+58	New	+$852	﹤0.01%	820

Other funds holding SU

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

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

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

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

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

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

Altus Wealth Group's SU Position: Q1 2021 in Review

Altus Wealth Group sold out of Suncor Energy (SU) in Q1 2021, closing a stake of 58 shares — an estimated $1K sold.

Altus Wealth Group first reported a position in SU in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 468 funds tracked by Wall St. Rank hold SU as of Q1 2021.

Altus Wealth Group reported no remaining Suncor Energy position as of Q1 2021 after selling out during the quarter.
Altus Wealth Group sold 58 Suncor Energy shares in Q1 2021, an estimated $1K.
Altus Wealth Group first reported a position in Suncor Energy in Q4 2020 and held it in 1 quarter.
Altus Wealth Group's Suncor Energy position peaked at $1K in Q4 2020.
468 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.