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Independent Solutions Wealth Management’s Suncor Energy SU Stock Holding History

Independent Solutions 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
2022
Q4 		– Sell
-9,390
Closed -$264K – 225
2022
Q3 		$264K Buy
9,390
+296
+3% +$9.35K 0.09% 177
2022
Q2 		$319K Buy
+9,094
New +$331K 0.1% 154

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Independent Solutions Wealth Management's SU Position: Q4 2022 in Review

Independent Solutions Wealth Management sold out of Suncor Energy (SU) in Q4 2022, closing a stake of 9,390 shares — an estimated $264K sold.

Independent Solutions Wealth Management first reported a position in SU in Q2 2022 and held it in 2 quarters. The position peaked at $319K in Q2 2022. 590 funds tracked by Wall St. Rank hold SU as of Q4 2022.

  • Independent Solutions Wealth Management reported no remaining Suncor Energy position as of Q4 2022 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 9,390 Suncor Energy shares in Q4 2022, an estimated $264K.
  • Independent Solutions Wealth Management first reported a position in Suncor Energy in Q2 2022 and held it in 2 quarters.
  • Independent Solutions Wealth Management's Suncor Energy position peaked at $319K in Q2 2022.
  • 590 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2022.

Based on Independent Solutions Wealth Management's 13F filing for Q4 2022, filed 19 Dec 2024.