HWM
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Howard Wealth Management’s Suncor Energy SU Stock Holding History

Howard Wealth Management’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
2020
Q1 		– Sell
-400
Closed -$13K – 438
2019
Q4 		$13K Buy
+400
New +$12.5K 0.01% 308

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Bank of Montreal
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Invesco
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Massachusetts Financial Services
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TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

Howard Wealth Management's SU Position: Q1 2020 in Review

Howard Wealth Management sold out of Suncor Energy (SU) in Q1 2020, closing a stake of 400 shares — an estimated $13K sold.

Howard Wealth Management first reported a position in SU in Q4 2019 and held it in 1 quarter. The position peaked at $13K in Q4 2019. 475 funds tracked by Wall St. Rank hold SU as of Q1 2020.

  • Howard Wealth Management reported no remaining Suncor Energy position as of Q1 2020 after selling out during the quarter.
  • Howard Wealth Management sold 400 Suncor Energy shares in Q1 2020, an estimated $13K.
  • Howard Wealth Management first reported a position in Suncor Energy in Q4 2019 and held it in 1 quarter.
  • Howard Wealth Management's Suncor Energy position peaked at $13K in Q4 2019.
  • 475 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2020.

Based on Howard Wealth Management's 13F filing for Q1 2020, filed 4 May 2020.