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Mascoma Wealth Management’s Suncor Energy SU Stock Holding History

Mascoma 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
2023
Q2 		– Sell
-250
Closed -$7.83K – 577
2023
Q1 		$7.83K Buy
+250
New +$8.13K ﹤0.01% 432

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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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Mascoma Wealth Management's SU Position: Q2 2023 in Review

Mascoma Wealth Management sold out of Suncor Energy (SU) in Q2 2023, closing a stake of 250 shares — an estimated $7.83K sold.

Mascoma Wealth Management first reported a position in SU in Q1 2023 and held it in 1 quarter. The position peaked at $7.83K in Q1 2023. 563 funds tracked by Wall St. Rank hold SU as of Q2 2023.

  • Mascoma Wealth Management reported no remaining Suncor Energy position as of Q2 2023 after selling out during the quarter.
  • Mascoma Wealth Management sold 250 Suncor Energy shares in Q2 2023, an estimated $7.83K.
  • Mascoma Wealth Management first reported a position in Suncor Energy in Q1 2023 and held it in 1 quarter.
  • Mascoma Wealth Management's Suncor Energy position peaked at $7.83K in Q1 2023.
  • 563 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2023.

Based on Mascoma Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.