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	–	939
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

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 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

Sanders Capital

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fidelity International

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

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return