King Wealth Management Group’s Suncor Energy SU Stock Holding History

King Wealth Management Group’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	-8,055	Closed	-$264K	–	158
2019 Q4	$264K	Hold	8,055	–	–	0.07%	120
2019 Q3	$254K	Sell	8,055 -308	-4%	-$9.26K	0.07%	118
2019 Q2	$261K	Hold	8,363	–	–	0.08%	115
2019 Q1	$271K	Buy	+8,363	New	+$272K	0.08%	107

Other funds holding SU

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

King Wealth Management Group's SU Position: Q1 2020 in Review

King Wealth Management Group sold out of Suncor Energy (SU) in Q1 2020, closing a stake of 8,055 shares — an estimated $264K sold.

King Wealth Management Group first reported a position in SU in Q1 2019 and held it in 4 quarters. The position peaked at $271K in Q1 2019. 475 funds tracked by Wall St. Rank hold SU as of Q1 2020.

King Wealth Management Group reported no remaining Suncor Energy position as of Q1 2020 after selling out during the quarter.
King Wealth Management Group sold 8,055 Suncor Energy shares in Q1 2020, an estimated $264K.
King Wealth Management Group first reported a position in Suncor Energy in Q1 2019 and held it in 4 quarters.
King Wealth Management Group's Suncor Energy position peaked at $271K in Q1 2019.
475 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2020.

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