Icon Wealth Partners’s Suncor Energy SU Stock Holding History

Icon Wealth Partners’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 Q3	$202K	Buy	5,875 +121	+2%	+$3.88K	0.02%	287
2023 Q2	$169K	Sell	5,754 -785	-12%	-$23.5K	0.02%	334
2023 Q1	$203K	Buy	+6,539	New	+$213K	0.02%	312
2022 Q2	$275K	Sell	7,844 -443	-5%	-$16.1K	0.03%	257
2022 Q1	$270K	Buy	+8,287	New	+$246K	0.03%	284
2019 Q2	–	Sell	-1,782	Closed	-$58K	–	687
2019 Q1	$58K	Buy	+1,782	New	+$58K	0.02%	325
2018 Q3	–	Sell	-2,226	Closed	-$91K	–	666
2018 Q2	$91K	Sell	2,226 -1,173	-35%	-$45.7K	0.04%	259
2018 Q1	$117K	Sell	3,399 -1,535	-31%	-$53.5K	0.06%	226
2017 Q4	$181K	Buy	+4,934	New	+$171K	0.09%	186

Other funds holding SU

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Icon Wealth Partners's SU Position: Q3 2023 in Review

Icon Wealth Partners increased its Suncor Energy (SU) stake by 2.1% in Q3 2023, buying an estimated $3.88K and bringing the position to 5,875 shares worth $202K. The position accounts for 0.02% of the portfolio, ranked #287.

Icon Wealth Partners first reported a position in SU in Q4 2017 and has held it in 9 quarters since. The position peaked at $275K in Q2 2022. 568 funds tracked by Wall St. Rank hold SU as of Q3 2023.

Icon Wealth Partners held 5,875 shares of Suncor Energy worth $202K as of Q3 2023.
Icon Wealth Partners bought 121 Suncor Energy shares in Q3 2023, an estimated $3.88K.
Suncor Energy made up 0.02% of Icon Wealth Partners's portfolio in Q3 2023, its #287 holding.
Icon Wealth Partners first reported a position in Suncor Energy in Q4 2017 and has held it in 9 quarters since.
Icon Wealth Partners's Suncor Energy position peaked at $275K in Q2 2022.
568 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.