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Crestmont Private Wealth’s Suncor Energy SU Stock Holding History

Crestmont Private Wealth’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
Q2 		– Sell
-5,147
Closed -$168K – 51
2022
Q1 		$168K Sell
5,147
-579
-10% -$17.2K 0.16% 20
2021
Q4 		$143K Buy
+5,726
New +$139K 0.14% 21

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Crestmont Private Wealth's SU Position: Q2 2022 in Review

Crestmont Private Wealth sold out of Suncor Energy (SU) in Q2 2022, closing a stake of 5,147 shares — an estimated $168K sold.

Crestmont Private Wealth first reported a position in SU in Q4 2021 and held it in 2 quarters. The position peaked at $168K in Q1 2022. 578 funds tracked by Wall St. Rank hold SU as of Q2 2022.

  • Crestmont Private Wealth reported no remaining Suncor Energy position as of Q2 2022 after selling out during the quarter.
  • Crestmont Private Wealth sold 5,147 Suncor Energy shares in Q2 2022, an estimated $168K.
  • Crestmont Private Wealth first reported a position in Suncor Energy in Q4 2021 and held it in 2 quarters.
  • Crestmont Private Wealth's Suncor Energy position peaked at $168K in Q1 2022.
  • 578 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2022.

Based on Crestmont Private Wealth's 13F filing for Q2 2022, filed 13 Jul 2022.