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Glassman Wealth Services’s Suncor Energy SU Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-1,152
Closed -$36.9K – 1607
2023
Q4 		$36.9K Buy
1,152
+84
+8% +$2.74K 0.01% 531
2023
Q3 		$36.7K Buy
1,068
+271
+34% +$8.69K 0.01% 496
2023
Q2 		$23.4K Buy
797
+45
+6% +$1.35K ﹤0.01% 587
2023
Q1 		$23.4K Sell
752
-329
-30% -$10.7K ﹤0.01% 599
2022
Q4 		$34.3K Buy
1,081
+266
+33% +$8.74K 0.01% 513
2022
Q3 		$23K Buy
815
+126
+18% +$3.98K ﹤0.01% 580
2022
Q2 		$24K Sell
689
-131
-16% -$4.77K ﹤0.01% 580
2022
Q1 		$27K Buy
820
+307
+60% +$9.11K ﹤0.01% 560
2021
Q4 		$13K Buy
513
+181
+55% +$4.41K ﹤0.01% 723
2021
Q3 		$7K Buy
332
+81
+32% +$1.62K ﹤0.01% 873
2021
Q2 		$6K Buy
251
+11
+5% +$252 ﹤0.01% 883
2021
Q1 		$5K Buy
240
+41
+21% +$804 ﹤0.01% 878
2020
Q4 		$3K Sell
199
-86
-30% -$1.26K ﹤0.01% 1005
2020
Q3 		$3K Buy
285
+170
+148% +$2.66K ﹤0.01% 927
2020
Q2 		$2K Buy
115
+75
+188% +$1.28K ﹤0.01% 901
2020
Q1 		$1K Sell
40
-60
-60% -$1.57K ﹤0.01% 986
2019
Q4 		$3K Buy
100
+19
+23% +$593 ﹤0.01% 696
2019
Q3 		$3K Sell
81
-176
-68% -$5.29K ﹤0.01% 642
2019
Q2 		$8K Hold
257
– – ﹤0.01% 489
2019
Q1 		$8K Buy
257
+190
+284% +$6.19K ﹤0.01% 485
2018
Q4 		$2K Hold
67
– – ﹤0.01% 575
2018
Q3 		$3K Hold
67
– – ﹤0.01% 556
2018
Q2 		$3K Hold
67
– – ﹤0.01% 521
2018
Q1 		$2K Hold
67
– – ﹤0.01% 557
2017
Q4 		$2K Hold
67
– – ﹤0.01% 515
2017
Q3 		$2K Hold
67
– – ﹤0.01% 423
2017
Q2 		$2K Sell
67
-222
-77% -$6.83K ﹤0.01% 427
2017
Q1 		$9K Buy
289
+222
+331% +$6.99K 0.01% 362
2016
Q4 		$2K Buy
+67
New +$2.05K ﹤0.01% 522

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
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Glassman Wealth Services's SU Position: Q1 2024 in Review

Glassman Wealth Services sold out of Suncor Energy (SU) in Q1 2024, closing a stake of 1,152 shares — an estimated $36.9K sold.

Glassman Wealth Services first reported a position in SU in Q4 2016 and held it in 29 quarters. The position peaked at $36.9K in Q4 2023. 598 funds tracked by Wall St. Rank hold SU as of Q1 2024.

  • Glassman Wealth Services reported no remaining Suncor Energy position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 1,152 Suncor Energy shares in Q1 2024, an estimated $36.9K.
  • Glassman Wealth Services first reported a position in Suncor Energy in Q4 2016 and held it in 29 quarters.
  • Glassman Wealth Services's Suncor Energy position peaked at $36.9K in Q4 2023.
  • 598 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.