Carolinas Wealth Consulting’s Suncor Energy SU Stock Holding History

Carolinas Wealth Consulting’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
2022 Q3	–	Sell	-1,165	Closed	-$41K	–	938
2022 Q2	$41K	Hold	1,165	–	–	0.01%	357
2022 Q1	$38K	Hold	1,165	–	–	0.01%	393
2021 Q4	$29K	Buy	1,165 +440	+61%	+$10.7K	0.01%	433
2021 Q3	$15K	Hold	725	–	–	﹤0.01%	526
2021 Q2	$17K	Buy	725 +375	+107%	+$8.6K	﹤0.01%	532
2021 Q1	$7K	Buy	+350	New	+$6.86K	﹤0.01%	668

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Carolinas Wealth Consulting's SU Position: Q3 2022 in Review

Carolinas Wealth Consulting sold out of Suncor Energy (SU) in Q3 2022, closing a stake of 1,165 shares — an estimated $41K sold.

Carolinas Wealth Consulting first reported a position in SU in Q1 2021 and held it in 6 quarters. The position peaked at $41K in Q2 2022. 562 funds tracked by Wall St. Rank hold SU as of Q3 2022.

Carolinas Wealth Consulting reported no remaining Suncor Energy position as of Q3 2022 after selling out during the quarter.
Carolinas Wealth Consulting sold 1,165 Suncor Energy shares in Q3 2022, an estimated $41K.
Carolinas Wealth Consulting first reported a position in Suncor Energy in Q1 2021 and held it in 6 quarters.
Carolinas Wealth Consulting's Suncor Energy position peaked at $41K in Q2 2022.
562 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2022.

Based on Carolinas Wealth Consulting's 13F filing for Q3 2022, filed 14 Nov 2022.