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Parcion Private Wealth’s Suncor Energy SU Stock Holding History

Parcion Private Wealth’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
2020
Q1 		– Sell
-77,167
Closed -$2.53M – 229
2019
Q4 		$2.53M Buy
+77,167
New +$2.41M 0.55% 47

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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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

Parcion Private Wealth's SU Position: Q1 2020 in Review

Parcion Private Wealth sold out of Suncor Energy (SU) in Q1 2020, closing a stake of 77,167 shares — an estimated $2.53M sold.

Parcion Private Wealth first reported a position in SU in Q4 2019 and held it in 1 quarter. The position peaked at $2.53M in Q4 2019. 475 funds tracked by Wall St. Rank hold SU as of Q1 2020.

  • Parcion Private Wealth reported no remaining Suncor Energy position as of Q1 2020 after selling out during the quarter.
  • Parcion Private Wealth sold 77,167 Suncor Energy shares in Q1 2020, an estimated $2.53M.
  • Parcion Private Wealth first reported a position in Suncor Energy in Q4 2019 and held it in 1 quarter.
  • Parcion Private Wealth's Suncor Energy position peaked at $2.53M in Q4 2019.
  • 475 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2020.

Based on Parcion Private Wealth's 13F filing for Q1 2020, filed 29 Apr 2020.