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Operose Advisors’s Suncor Energy SU Stock Holding History

Operose Advisors’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
Q2 		– Sell
-615
Closed -$20K – 318
2022
Q1 		$20K Hold
615
– – 0.01% 214
2021
Q4 		$15K Buy
+615
New +$15K 0.01% 233

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
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Operose Advisors's SU Position: Q2 2022 in Review

Operose Advisors sold out of Suncor Energy (SU) in Q2 2022, closing a stake of 615 shares — an estimated $20K sold.

Operose Advisors first reported a position in SU in Q4 2021 and held it in 2 quarters. The position peaked at $20K in Q1 2022. 578 funds tracked by Wall St. Rank hold SU as of Q2 2022.

  • Operose Advisors reported no remaining Suncor Energy position as of Q2 2022 after selling out during the quarter.
  • Operose Advisors sold 615 Suncor Energy shares in Q2 2022, an estimated $20K.
  • Operose Advisors first reported a position in Suncor Energy in Q4 2021 and held it in 2 quarters.
  • Operose Advisors's Suncor Energy position peaked at $20K in Q1 2022.
  • 578 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2022.

Based on Operose Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.