Grey Fox Wealth Advisors’s Suncor Energy SU Stock Holding History

Grey Fox 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 Q1	–	Sell	-720	Closed	-$22.8K	–	553
2022 Q4	$22.8K	Buy	+720	New	+$23.7K	0.02%	223

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Grey Fox Wealth Advisors's SU Position: Q1 2023 in Review

Grey Fox Wealth Advisors sold out of Suncor Energy (SU) in Q1 2023, closing a stake of 720 shares — an estimated $22.8K sold.

Grey Fox Wealth Advisors first reported a position in SU in Q4 2022 and held it in 1 quarter. The position peaked at $22.8K in Q4 2022. 592 funds tracked by Wall St. Rank hold SU as of Q1 2023.

Grey Fox Wealth Advisors reported no remaining Suncor Energy position as of Q1 2023 after selling out during the quarter.
Grey Fox Wealth Advisors sold 720 Suncor Energy shares in Q1 2023, an estimated $22.8K.
Grey Fox Wealth Advisors first reported a position in Suncor Energy in Q4 2022 and held it in 1 quarter.
Grey Fox Wealth Advisors's Suncor Energy position peaked at $22.8K in Q4 2022.
592 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2023.

Based on Grey Fox Wealth Advisors's 13F filing for Q1 2023, filed 9 May 2023.