Bogart Wealth LLC’s Suncor Energy SU Stock Holding History

Bogart Wealth LLC’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	–	Sell	-72	Closed	-$2.24K	–	1124
2023 Q1	$2.24K	Buy	+72	New	+$2.34K	﹤0.01%	890
2018 Q2	–	Sell	-150	Closed	-$5K	–	373
2018 Q1	$5K	Hold	150	–	–	﹤0.01%	284
2017 Q4	$6K	Buy	+150	New	+$5.21K	﹤0.01%	272

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

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

Bogart Wealth LLC's SU Position: Q2 2023 in Review

Bogart Wealth LLC sold out of Suncor Energy (SU) in Q2 2023, closing a stake of 72 shares — an estimated $2.24K sold.

Bogart Wealth LLC first reported a position in SU in Q4 2017 and held it in 3 quarters. The position peaked at $6K in Q4 2017. 563 funds tracked by Wall St. Rank hold SU as of Q2 2023.

Bogart Wealth LLC reported no remaining Suncor Energy position as of Q2 2023 after selling out during the quarter.
Bogart Wealth LLC sold 72 Suncor Energy shares in Q2 2023, an estimated $2.24K.
Bogart Wealth LLC first reported a position in Suncor Energy in Q4 2017 and held it in 3 quarters.
Bogart Wealth LLC's Suncor Energy position peaked at $6K in Q4 2017.
563 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2023.

Based on Bogart Wealth LLC's 13F filing for Q2 2023, filed 31 Jul 2023.