Meridian Wealth Partners’s Suncor Energy SU Stock Holding History

Meridian Wealth Partners’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
2021 Q2	–	Sell	-154	Closed	-$3K	–	1108
2021 Q1	$3K	Buy	+154	New	+$3.02K	﹤0.01%	902

Other funds holding SU

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Meridian Wealth Partners's SU Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Suncor Energy (SU) in Q2 2021, closing a stake of 154 shares — an estimated $3K sold.

Meridian Wealth Partners first reported a position in SU in Q1 2021 and held it in 1 quarter. The position peaked at $3K in Q1 2021. 473 funds tracked by Wall St. Rank hold SU as of Q2 2021.

Meridian Wealth Partners reported no remaining Suncor Energy position as of Q2 2021 after selling out during the quarter.
Meridian Wealth Partners sold 154 Suncor Energy shares in Q2 2021, an estimated $3K.
Meridian Wealth Partners first reported a position in Suncor Energy in Q1 2021 and held it in 1 quarter.
Meridian Wealth Partners's Suncor Energy position peaked at $3K in Q1 2021.
473 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.