Baystate Wealth Management’s Suncor Energy SU Stock Holding History

Baystate 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
2023 Q3	–	Sell	-124	Closed	-$3.66K	–	1096
2023 Q2	$3.66K	Buy	124 +1	+0.8%	+$30	﹤0.01%	754
2023 Q1	$3.82K	Buy	+123	New	+$4K	﹤0.01%	729
2021 Q2	–	Sell	-12	Closed	–	–	855
2021 Q1	$0	Buy	+12	New	+$235	﹤0.01%	824
2020 Q1	–	Sell	-344	Closed	-$11K	–	676
2019 Q4	$11K	Buy	344 +4	+1%	+$125	﹤0.01%	393
2019 Q3	$11K	Buy	340 +3	+0.9%	+$90	﹤0.01%	356
2019 Q2	$11K	Buy	337 +4	+1%	+$128	﹤0.01%	364
2019 Q1	$11K	Buy	333 +3	+0.9%	+$98	﹤0.01%	376
2018 Q4	$11K	Buy	330 +3	+0.9%	+$100	﹤0.01%	365
2018 Q3	$12K	Buy	327 +2	+0.6%	+$81	﹤0.01%	355
2018 Q2	$13K	Buy	+325	New	+$12.7K	﹤0.01%	342

Other funds holding SU

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Baystate Wealth Management's SU Position: Q3 2023 in Review

Baystate Wealth Management sold out of Suncor Energy (SU) in Q3 2023, closing a stake of 124 shares — an estimated $3.66K sold.

Baystate Wealth Management first reported a position in SU in Q2 2018 and held it in 10 quarters. The position peaked at $13K in Q2 2018. 568 funds tracked by Wall St. Rank hold SU as of Q3 2023.

Baystate Wealth Management reported no remaining Suncor Energy position as of Q3 2023 after selling out during the quarter.
Baystate Wealth Management sold 124 Suncor Energy shares in Q3 2023, an estimated $3.66K.
Baystate Wealth Management first reported a position in Suncor Energy in Q2 2018 and held it in 10 quarters.
Baystate Wealth Management's Suncor Energy position peaked at $13K in Q2 2018.
568 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2023.

Based on Baystate Wealth Management's 13F filing for Q3 2023, filed 26 Oct 2023.