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Kapitalo Investimentos’s Suncor Energy SU Stock Holding History

Kapitalo Investimentos’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
Q1 		– Sell
-27,200
Closed -$681K – 43
2021
Q4 		$681K Sell
27,200
-461,800
-94% -$11.2M 0.78% 18
2021
Q3 		$10.1M Buy
+489,000
New +$9.78M 5.38% 5

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Kapitalo Investimentos's SU Position: Q1 2022 in Review

Kapitalo Investimentos sold out of Suncor Energy (SU) in Q1 2022, closing a stake of 27,200 shares — an estimated $681K sold.

Kapitalo Investimentos first reported a position in SU in Q3 2021 and held it in 2 quarters. The position peaked at $10.1M in Q3 2021. 540 funds tracked by Wall St. Rank hold SU as of Q1 2022.

  • Kapitalo Investimentos reported no remaining Suncor Energy position as of Q1 2022 after selling out during the quarter.
  • Kapitalo Investimentos sold 27,200 Suncor Energy shares in Q1 2022, an estimated $681K.
  • Kapitalo Investimentos first reported a position in Suncor Energy in Q3 2021 and held it in 2 quarters.
  • Kapitalo Investimentos's Suncor Energy position peaked at $10.1M in Q3 2021.
  • 540 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2022.

Based on Kapitalo Investimentos's 13F filing for Q1 2022, filed 29 Mar 2024.