Heritage Wealth Management (Arizona)’s Suncor Energy SU Stock Holding History

Heritage Wealth Management (Arizona)’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 Q2	$711K	Sell	18,656 -4,331	-19%	-$167K	0.39%	58
2024 Q1	$848K	Sell	22,987 -623	-3%	-$21K	0.43%	51
2023 Q4	$756K	Buy	+23,610	New	+$771K	0.41%	56
2022 Q4	$750K	Buy	23,643 +13,628	+136%	+$448K	0.11%	139
2022 Q3	$282K	Buy	10,015 +9,878	+7,210%	+$312K	0.09%	166
2022 Q2	$4.8K	Buy	+137	New	+$4.99K	﹤0.01%	770

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s SU Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) reduced its Suncor Energy (SU) stake by 19% in Q2 2024, selling an estimated $167K and leaving 18,656 shares worth $711K. The position accounts for 0.39% of the portfolio, ranked #58.

Heritage Wealth Management (Arizona) first reported a position in SU in Q2 2022 and has held it in 6 quarters since. The position peaked at $848K in Q1 2024. 635 funds tracked by Wall St. Rank hold SU as of Q2 2024.

Heritage Wealth Management (Arizona) held 18,656 shares of Suncor Energy worth $711K as of Q2 2024.
Heritage Wealth Management (Arizona) sold 4,331 Suncor Energy shares in Q2 2024, an estimated $167K.
Suncor Energy made up 0.39% of Heritage Wealth Management (Arizona)'s portfolio in Q2 2024, its #58 holding.
Heritage Wealth Management (Arizona) first reported a position in Suncor Energy in Q2 2022 and has held it in 6 quarters since.
Heritage Wealth Management (Arizona)'s Suncor Energy position peaked at $848K in Q1 2024.
635 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.