BWM
SU icon

BKM Wealth Management’s Suncor Energy SU Stock Holding History

BKM 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
2024
Q1 		– Sell
-230
Closed -$7.37K – 506
2023
Q4 		$7.37K Buy
+230
New +$7.51K ﹤0.01% 480

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
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

BKM Wealth Management's SU Position: Q1 2024 in Review

BKM Wealth Management sold out of Suncor Energy (SU) in Q1 2024, closing a stake of 230 shares — an estimated $7.37K sold.

BKM Wealth Management first reported a position in SU in Q4 2023 and held it in 1 quarter. The position peaked at $7.37K in Q4 2023. 598 funds tracked by Wall St. Rank hold SU as of Q1 2024.

  • BKM Wealth Management reported no remaining Suncor Energy position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 230 Suncor Energy shares in Q1 2024, an estimated $7.37K.
  • BKM Wealth Management first reported a position in Suncor Energy in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's Suncor Energy position peaked at $7.37K in Q4 2023.
  • 598 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.