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FSC Wealth Advisors’s Suncor Energy SU Stock Holding History

FSC Wealth Advisors’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
2023
Q2 		– Sell
-20
Closed -$621 – 195
2023
Q1 		$621 Hold
20
– – ﹤0.01% 163
2022
Q4 		$635 Hold
20
– – ﹤0.01% 146
2022
Q3 		$1K Buy
+20
New +$632 0.01% 192

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 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 $191B AUM 17.5% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

FSC Wealth Advisors's SU Position: Q2 2023 in Review

FSC Wealth Advisors sold out of Suncor Energy (SU) in Q2 2023, closing a stake of 20 shares — an estimated $621 sold.

FSC Wealth Advisors first reported a position in SU in Q3 2022 and held it in 3 quarters. The position peaked at $1K in Q3 2022. 564 funds tracked by Wall St. Rank hold SU as of Q2 2023.

  • FSC Wealth Advisors reported no remaining Suncor Energy position as of Q2 2023 after selling out during the quarter.
  • FSC Wealth Advisors sold 20 Suncor Energy shares in Q2 2023, an estimated $621.
  • FSC Wealth Advisors first reported a position in Suncor Energy in Q3 2022 and held it in 3 quarters.
  • FSC Wealth Advisors's Suncor Energy position peaked at $1K in Q3 2022.
  • 564 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2023.

Based on FSC Wealth Advisors's 13F filing for Q2 2023, filed 18 Jul 2023.