Lake Point Wealth Management’s Suncor Energy SU Stock Holding History

Lake Point 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 Q2	$4K	Hold	100	–	–	﹤0.01%	257
2022 Q1	$3K	Hold	100	–	–	﹤0.01%	303
2021 Q4	$3K	Hold	100	–	–	﹤0.01%	309
2021 Q3	$2K	Hold	100	–	–	﹤0.01%	335
2021 Q2	$2K	Buy	+100	New	+$2.29K	﹤0.01%	348

Other funds holding SU

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

Lake Point Wealth Management's SU Position: Q2 2022 in Review

Lake Point Wealth Management held its Suncor Energy (SU) position steady in Q2 2022 at 100 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #257.

Lake Point Wealth Management first reported a position in SU in Q2 2021 and has held it in 5 quarters since. 578 funds tracked by Wall St. Rank hold SU as of Q2 2022.

Lake Point Wealth Management held 100 shares of Suncor Energy worth $4K as of Q2 2022.
Lake Point Wealth Management left its Suncor Energy share count unchanged in Q2 2022.
Suncor Energy made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #257 holding.
Lake Point Wealth Management first reported a position in Suncor Energy in Q2 2021 and has held it in 5 quarters since.
578 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.