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GoalVest Advisory’s Suncor Energy SU Stock Holding History

GoalVest 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
2023
Q4 		– Sell
-599
Closed -$20.6K – 480
2023
Q3 		$20.6K Buy
599
+22
+4% +$706 0.01% 216
2023
Q2 		$16.9K Buy
+577
New +$17.3K 0.01% 215

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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

GoalVest Advisory's SU Position: Q4 2023 in Review

GoalVest Advisory sold out of Suncor Energy (SU) in Q4 2023, closing a stake of 599 shares — an estimated $20.6K sold.

GoalVest Advisory first reported a position in SU in Q2 2023 and held it in 2 quarters. The position peaked at $20.6K in Q3 2023. 593 funds tracked by Wall St. Rank hold SU as of Q4 2023.

  • GoalVest Advisory reported no remaining Suncor Energy position as of Q4 2023 after selling out during the quarter.
  • GoalVest Advisory sold 599 Suncor Energy shares in Q4 2023, an estimated $20.6K.
  • GoalVest Advisory first reported a position in Suncor Energy in Q2 2023 and held it in 2 quarters.
  • GoalVest Advisory's Suncor Energy position peaked at $20.6K in Q3 2023.
  • 593 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2023.

Based on GoalVest Advisory's 13F filing for Q4 2023, filed 2 Jan 2024.