BDO Wealth Advisors’s Suncor Energy SU Stock Holding History

BDO Wealth Advisors’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 Q2	$62.2K	Hold	2,120	–	–	0.01%	399
2023 Q1	$65.8K	Hold	2,120	–	–	0.01%	373
2022 Q4	$67.3K	Buy	2,120 +70	+3%	+$2.3K	0.01%	376
2022 Q3	$58K	Hold	2,050	–	–	0.01%	388
2022 Q2	$72K	Sell	2,050 -3,700	-64%	-$135K	0.01%	367
2022 Q1	$187K	Buy	5,750 +2,500	+77%	+$74.2K	0.02%	278
2021 Q4	$81K	Sell	3,250 -1,365	-30%	-$33.3K	0.01%	375
2021 Q3	$96K	Sell	4,615 -143	-3%	-$2.86K	0.01%	356
2021 Q2	$114K	Sell	4,758 -1,180	-20%	-$27.1K	0.01%	356
2021 Q1	$124K	Buy	+5,938	New	+$116K	0.01%	342

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BDO Wealth Advisors's SU Position: Q2 2023 in Review

BDO Wealth Advisors held its Suncor Energy (SU) position steady in Q2 2023 at 2,120 shares worth $62.2K. The position accounts for 0.01% of the portfolio, ranked #399.

BDO Wealth Advisors first reported a position in SU in Q1 2021 and has held it in 10 quarters since. The position peaked at $187K in Q1 2022. 564 funds tracked by Wall St. Rank hold SU as of Q2 2023.

BDO Wealth Advisors held 2,120 shares of Suncor Energy worth $62.2K as of Q2 2023.
BDO Wealth Advisors left its Suncor Energy share count unchanged in Q2 2023.
Suncor Energy made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #399 holding.
BDO Wealth Advisors first reported a position in Suncor Energy in Q1 2021 and has held it in 10 quarters since.
BDO Wealth Advisors's Suncor Energy position peaked at $187K in Q1 2022.
564 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.