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Armstrong Advisory Group’s Suncor Energy SU Stock Holding History

Armstrong Advisory 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
2023
Q3 		– Sell
-333
Closed -$9.76K – 871
2023
Q2 		$9.76K Hold
333
– – ﹤0.01% 582
2023
Q1 		$10.3K Hold
333
– – ﹤0.01% 567
2022
Q4 		$10.6K Buy
+333
New +$10.9K ﹤0.01% 573

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Armstrong Advisory Group's SU Position: Q3 2023 in Review

Armstrong Advisory Group sold out of Suncor Energy (SU) in Q3 2023, closing a stake of 333 shares — an estimated $9.76K sold.

Armstrong Advisory Group first reported a position in SU in Q4 2022 and held it in 3 quarters. The position peaked at $10.6K in Q4 2022. 569 funds tracked by Wall St. Rank hold SU as of Q3 2023.

  • Armstrong Advisory Group reported no remaining Suncor Energy position as of Q3 2023 after selling out during the quarter.
  • Armstrong Advisory Group sold 333 Suncor Energy shares in Q3 2023, an estimated $9.76K.
  • Armstrong Advisory Group first reported a position in Suncor Energy in Q4 2022 and held it in 3 quarters.
  • Armstrong Advisory Group's Suncor Energy position peaked at $10.6K in Q4 2022.
  • 569 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2023.

Based on Armstrong Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.