Evoke Wealth’s Suncor Energy SU Stock Holding History

Evoke 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 Q1	–	Sell	-7,000	Closed	-$175K	–	1248
2021 Q4	$175K	Hold	7,000	–	–	0.01%	381
2021 Q3	$145K	Hold	7,000	–	–	0.01%	377
2021 Q2	$168K	Hold	7,000	–	–	0.01%	382
2021 Q1	$146K	Hold	7,000	–	–	0.01%	344
2020 Q4	$117K	Sell	7,000 -2,089	-23%	-$30.7K	0.01%	287
2020 Q3	$111K	Sell	9,089 -87	-0.9%	-$1.36K	0.01%	271
2020 Q2	$155K	Buy	9,176 +2,176	+31%	+$37.2K	0.02%	222
2020 Q1	$111K	Sell	7,000 -1,450	-17%	-$38K	0.02%	249
2019 Q4	$277K	Sell	8,450 -4	-0%	-$125	0.04%	184
2019 Q3	$267K	Buy	+8,454	New	+$254K	0.03%	219

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $570B 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

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

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

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

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Evoke Wealth's SU Position: Q1 2022 in Review

Evoke Wealth sold out of Suncor Energy (SU) in Q1 2022, closing a stake of 7,000 shares — an estimated $175K sold.

Evoke Wealth first reported a position in SU in Q3 2019 and held it in 10 quarters. The position peaked at $277K in Q4 2019. 539 funds tracked by Wall St. Rank hold SU as of Q1 2022.

Evoke Wealth reported no remaining Suncor Energy position as of Q1 2022 after selling out during the quarter.
Evoke Wealth sold 7,000 Suncor Energy shares in Q1 2022, an estimated $175K.
Evoke Wealth first reported a position in Suncor Energy in Q3 2019 and held it in 10 quarters.
Evoke Wealth's Suncor Energy position peaked at $277K in Q4 2019.
539 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2022.

Based on Evoke Wealth's 13F filing for Q1 2022, filed 10 May 2022.