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Capital Asset Advisory Services’s Suncor Energy SU Stock Holding History

Capital Asset Advisory Services’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
2021
Q1 		– Sell
-30
Closed -$1K – 1401
2020
Q4 		$1K Buy
+30
New +$441 ﹤0.01% 1559

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

Capital Asset Advisory Services's SU Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Suncor Energy (SU) in Q1 2021, closing a stake of 30 shares — an estimated $1K sold.

Capital Asset Advisory Services first reported a position in SU in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 468 funds tracked by Wall St. Rank hold SU as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining Suncor Energy position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 30 Suncor Energy shares in Q1 2021, an estimated $1K.
  • Capital Asset Advisory Services first reported a position in Suncor Energy in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's Suncor Energy position peaked at $1K in Q4 2020.
  • 468 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.