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Laurel Wealth Advisors (California)’s Suncor Energy SU Stock Holding History

Laurel Wealth Advisors (California)’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 		$230K Buy
+7,248
New +$238K 0.02% 591
2022
Q3 		– Sell
-10,196
Closed -$358K – 673
2022
Q2 		$358K Sell
10,196
-671
-6% -$24.4K 0.04% 445
2022
Q1 		$354K Buy
10,867
+101
+0.9% +$3K 0.03% 531
2021
Q4 		$270K Buy
+10,766
New +$262K 0.02% 653
2020
Q1 		– Sell
-6,614
Closed -$217K – 433
2019
Q4 		$217K Sell
6,614
-145
-2% -$4.53K 0.04% 425
2019
Q3 		$213K Buy
6,759
+62
+0.9% +$1.86K 0.04% 424
2019
Q2 		$209K Hold
6,697
– – 0.05% 378
2019
Q1 		$217K Buy
+6,697
New +$218K 0.05% 349
2018
Q4 		– Sell
-6,872
Closed -$265K – 426
2018
Q3 		$265K Sell
6,872
-75
-1% -$3.04K 0.07% 309
2018
Q2 		$282K Sell
6,947
-39
-0.6% -$1.52K 0.08% 274
2018
Q1 		$241K Buy
6,986
+7
+0.1% +$244 0.07% 285
2017
Q4 		$256K Hold
6,979
– – 0.07% 283
2017
Q3 		$244K Buy
6,979
+13
+0.2% +$415 0.08% 256
2017
Q2 		$203K Sell
6,966
-16
-0.2% -$492 0.07% 278
2017
Q1 		$214K Sell
6,982
-222
-3% -$6.99K 0.08% 246
2016
Q4 		$235K Sell
7,204
-370
-5% -$11.3K 0.1% 210
2016
Q3 		$210K Sell
7,574
-155
-2% -$4.23K 0.1% 235
2016
Q2 		$214K Sell
7,729
-1,374
-15% -$37.7K 0.1% 220
2016
Q1 		$253K Buy
+9,103
New +$220K 0.13% 198

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

Laurel Wealth Advisors (California)'s SU Position: Q4 2022 in Review

Laurel Wealth Advisors (California) opened a new position in Suncor Energy (SU) in Q4 2022: 7,248 shares worth $230K. The stake represents 0.02% of the portfolio and ranks #591 among its holdings. This is a return to the name: Laurel Wealth Advisors (California) previously reported a position in SU as recently as Q2 2022.

Laurel Wealth Advisors (California) first reported a position in SU in Q1 2016 and has held it in 19 quarters since. The position peaked at $358K in Q2 2022. 590 funds tracked by Wall St. Rank hold SU as of Q4 2022.

  • Laurel Wealth Advisors (California) held 7,248 shares of Suncor Energy worth $230K as of Q4 2022.
  • Suncor Energy was a new Laurel Wealth Advisors (California) position in Q4 2022.
  • Suncor Energy made up 0.02% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #591 holding.
  • Laurel Wealth Advisors (California) first reported a position in Suncor Energy in Q1 2016 and has held it in 19 quarters since.
  • Laurel Wealth Advisors (California)'s Suncor Energy position peaked at $358K in Q2 2022.
  • 590 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.