Financial Gravity Asset Management’s Suncor Energy SU Stock Holding History

Financial Gravity Asset 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
2024 Q2	–	Sell	-109	Closed	-$4.02K	–	1752
2024 Q1	$4.02K	Sell	109 -3	-3%	-$101	﹤0.01%	606
2023 Q4	$3.58K	Buy	+112	New	+$3.66K	﹤0.01%	634
2020 Q4	$1K	Buy	+44	New	+$646	﹤0.01%	446
2019 Q4	–	Sell	-6	Closed	–	–	1678
2019 Q3	$0	Hold	6	–	–	﹤0.01%	1529
2019 Q2	$0	Sell	6 -3	-33%	-$96	﹤0.01%	1638
2019 Q1	$0	Buy	+9	New	+$293	﹤0.01%	1530
2018 Q3	$35K	Sell	1,042 -124	-11%	-$5.02K	0.04%	404
2018 Q2	$47K	Buy	+1,166	New	+$45.4K	0.04%	346

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Financial Gravity Asset Management's SU Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Suncor Energy (SU) in Q2 2024, closing a stake of 109 shares — an estimated $4.02K sold.

Financial Gravity Asset Management first reported a position in SU in Q2 2018 and held it in 8 quarters. The position peaked at $47K in Q2 2018. 634 funds tracked by Wall St. Rank hold SU as of Q2 2024.

Financial Gravity Asset Management reported no remaining Suncor Energy position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 109 Suncor Energy shares in Q2 2024, an estimated $4.02K.
Financial Gravity Asset Management first reported a position in Suncor Energy in Q2 2018 and held it in 8 quarters.
Financial Gravity Asset Management's Suncor Energy position peaked at $47K in Q2 2018.
634 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.