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MBM Wealth Consultants’s Suncor Energy SU Stock Holding History

MBM Wealth Consultants’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
Q1 		– Sell
-38
Closed -$1K – 335
2022
Q4 		$1K Buy
+38
New +$1.25K ﹤0.01% 338

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
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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

MBM Wealth Consultants's SU Position: Q1 2023 in Review

MBM Wealth Consultants sold out of Suncor Energy (SU) in Q1 2023, closing a stake of 38 shares — an estimated $1K sold.

MBM Wealth Consultants first reported a position in SU in Q4 2022 and held it in 1 quarter. The position peaked at $1K in Q4 2022. 592 funds tracked by Wall St. Rank hold SU as of Q1 2023.

  • MBM Wealth Consultants reported no remaining Suncor Energy position as of Q1 2023 after selling out during the quarter.
  • MBM Wealth Consultants sold 38 Suncor Energy shares in Q1 2023, an estimated $1K.
  • MBM Wealth Consultants first reported a position in Suncor Energy in Q4 2022 and held it in 1 quarter.
  • MBM Wealth Consultants's Suncor Energy position peaked at $1K in Q4 2022.
  • 592 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2023.

Based on MBM Wealth Consultants's 13F filing for Q1 2023, filed 31 May 2023.