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CFM Wealth Partners’s Suncor Energy SU Stock Holding History

CFM Wealth Partners’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
2020
Q3 		– Sell
-130
Closed -$2K – 417
2020
Q2 		$2K Hold
130
– – ﹤0.01% 470
2020
Q1 		$2K Buy
+130
New +$3.41K ﹤0.01% 508

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PIF
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Vanguard Group
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Bank of Montreal
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
TD Asset Management
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CFM Wealth Partners's SU Position: Q3 2020 in Review

CFM Wealth Partners sold out of Suncor Energy (SU) in Q3 2020, closing a stake of 130 shares — an estimated $2K sold.

CFM Wealth Partners first reported a position in SU in Q1 2020 and held it in 2 quarters. The position peaked at $2K in Q2 2020. 421 funds tracked by Wall St. Rank hold SU as of Q3 2020.

  • CFM Wealth Partners reported no remaining Suncor Energy position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 130 Suncor Energy shares in Q3 2020, an estimated $2K.
  • CFM Wealth Partners first reported a position in Suncor Energy in Q1 2020 and held it in 2 quarters.
  • CFM Wealth Partners's Suncor Energy position peaked at $2K in Q2 2020.
  • 421 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.