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Garrett Wealth Advisory Group’s Suncor Energy SU Stock Holding History

Garrett Wealth Advisory Group’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
2019
Q4 		– Sell
-485
Closed -$15.3K – 566
2019
Q3 		$15.3K Buy
+485
New +$14.6K 0.01% 231

Other funds holding SU

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Garrett Wealth Advisory Group's SU Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Suncor Energy (SU) in Q4 2019, closing a stake of 485 shares — an estimated $15.3K sold.

Garrett Wealth Advisory Group first reported a position in SU in Q3 2019 and held it in 1 quarter. The position peaked at $15.3K in Q3 2019. 564 funds tracked by Wall St. Rank hold SU as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Suncor Energy position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 485 Suncor Energy shares in Q4 2019, an estimated $15.3K.
  • Garrett Wealth Advisory Group first reported a position in Suncor Energy in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Suncor Energy position peaked at $15.3K in Q3 2019.
  • 564 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.