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Financial Advocates Investment Management’s Suncor Energy SU Stock Holding History

Financial Advocates Investment Management’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
Q4 		– Sell
-12,514
Closed -$855K – 863
2022
Q3 		$855K Buy
+12,514
New +$395K 0.07% 288

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Financial Advocates Investment Management's SU Position: Q4 2022 in Review

Financial Advocates Investment Management sold out of Suncor Energy (SU) in Q4 2022, closing a stake of 12,514 shares — an estimated $855K sold.

Financial Advocates Investment Management first reported a position in SU in Q3 2022 and held it in 1 quarter. The position peaked at $855K in Q3 2022. 592 funds tracked by Wall St. Rank hold SU as of Q4 2022.

  • Financial Advocates Investment Management reported no remaining Suncor Energy position as of Q4 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 12,514 Suncor Energy shares in Q4 2022, an estimated $855K.
  • Financial Advocates Investment Management first reported a position in Suncor Energy in Q3 2022 and held it in 1 quarter.
  • Financial Advocates Investment Management's Suncor Energy position peaked at $855K in Q3 2022.
  • 592 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2022.

Based on Financial Advocates Investment Management's 13F filing for Q4 2022, filed 15 Feb 2023.