Patriot Financial Group Insurance Agency’s Suncor Energy SU Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-168	Closed	-$3K	–	1838
2020 Q2	$3K	Sell	168 -45	-21%	-$769	﹤0.01%	1332
2020 Q1	$3K	Sell	213 -198	-48%	-$5.19K	﹤0.01%	1247
2019 Q4	$13K	Buy	411 +4	+1%	+$125	﹤0.01%	785
2019 Q3	$13K	Buy	407 +70	+21%	+$2.11K	0.01%	755
2019 Q2	$11K	Sell	337 -34	-9%	-$1.09K	﹤0.01%	784
2019 Q1	$12K	Buy	371 +153	+70%	+$4.98K	0.01%	676
2018 Q4	$6K	Buy	218 +211	+3,014%	+$7.01K	﹤0.01%	713
2018 Q3	$1K	Buy	+7	New	+$283	﹤0.01%	945

Other funds holding SU

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

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

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SU Position: Q3 2020 in Review

Patriot Financial Group Insurance Agency sold out of Suncor Energy (SU) in Q3 2020, closing a stake of 168 shares — an estimated $3K sold.

Patriot Financial Group Insurance Agency first reported a position in SU in Q3 2018 and held it in 8 quarters. The position peaked at $13K in Q4 2019. 421 funds tracked by Wall St. Rank hold SU as of Q3 2020.

Patriot Financial Group Insurance Agency reported no remaining Suncor Energy position as of Q3 2020 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 168 Suncor Energy shares in Q3 2020, an estimated $3K.
Patriot Financial Group Insurance Agency first reported a position in Suncor Energy in Q3 2018 and held it in 8 quarters.
Patriot Financial Group Insurance Agency's Suncor Energy position peaked at $13K in Q4 2019.
421 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2020, filed 21 Oct 2020.