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Atticus Wealth Management’s Suncor Energy SU Stock Holding History

Atticus 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
Q1 		– Sell
-54
Closed -$2K – 413
2019
Q4 		$2K Buy
+54
New +$1.69K ﹤0.01% 285

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Invesco
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Massachusetts Financial Services
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

Atticus Wealth Management's SU Position: Q1 2020 in Review

Atticus Wealth Management sold out of Suncor Energy (SU) in Q1 2020, closing a stake of 54 shares — an estimated $2K sold.

Atticus Wealth Management first reported a position in SU in Q4 2019 and held it in 1 quarter. The position peaked at $2K in Q4 2019. 475 funds tracked by Wall St. Rank hold SU as of Q1 2020.

  • Atticus Wealth Management reported no remaining Suncor Energy position as of Q1 2020 after selling out during the quarter.
  • Atticus Wealth Management sold 54 Suncor Energy shares in Q1 2020, an estimated $2K.
  • Atticus Wealth Management first reported a position in Suncor Energy in Q4 2019 and held it in 1 quarter.
  • Atticus Wealth Management's Suncor Energy position peaked at $2K in Q4 2019.
  • 475 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2020.

Based on Atticus Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.