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Global Wealth Management Investment Advisory’s Suncor Energy SU Stock Holding History

Global Wealth Management Investment Advisory’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
Q3 		– Sell
-145
Closed -$5K – 429
2022
Q2 		$5K Buy
+145
New +$5.28K ﹤0.01% 346
2020
Q3 		– Sell
-500
Closed -$8K – 613
2020
Q2 		$8K Buy
+500
New +$8.55K ﹤0.01% 382

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
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Global Wealth Management Investment Advisory's SU Position: Q3 2022 in Review

Global Wealth Management Investment Advisory sold out of Suncor Energy (SU) in Q3 2022, closing a stake of 145 shares — an estimated $5K sold.

Global Wealth Management Investment Advisory first reported a position in SU in Q2 2020 and held it in 2 quarters. The position peaked at $8K in Q2 2020. 563 funds tracked by Wall St. Rank hold SU as of Q3 2022.

  • Global Wealth Management Investment Advisory reported no remaining Suncor Energy position as of Q3 2022 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 145 Suncor Energy shares in Q3 2022, an estimated $5K.
  • Global Wealth Management Investment Advisory first reported a position in Suncor Energy in Q2 2020 and held it in 2 quarters.
  • Global Wealth Management Investment Advisory's Suncor Energy position peaked at $8K in Q2 2020.
  • 563 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2022.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2022, filed 19 Oct 2022.