Money Concepts Capital’s Suncor Energy SU Stock Holding History

Money Concepts Capital’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	-744	Closed	-$23.6K	–	2598
2022 Q4	$23.6K	Buy	+744	New	+$24.5K	﹤0.01%	1593
2022 Q3	–	Sell	-35	Closed	-$1K	–	1662
2022 Q2	$1K	Sell	35 -894	-96%	-$32.5K	﹤0.01%	1397
2022 Q1	$30K	Buy	+929	New	+$27.6K	﹤0.01%	1433

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Money Concepts Capital's SU Position: Q1 2023 in Review

Money Concepts Capital sold out of Suncor Energy (SU) in Q1 2023, closing a stake of 744 shares — an estimated $23.6K sold.

Money Concepts Capital first reported a position in SU in Q1 2022 and held it in 3 quarters. The position peaked at $30K in Q1 2022. 592 funds tracked by Wall St. Rank hold SU as of Q1 2023.

Money Concepts Capital reported no remaining Suncor Energy position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 744 Suncor Energy shares in Q1 2023, an estimated $23.6K.
Money Concepts Capital first reported a position in Suncor Energy in Q1 2022 and held it in 3 quarters.
Money Concepts Capital's Suncor Energy position peaked at $30K in Q1 2022.
592 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.