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Peak Financial Advisors’s Suncor Energy SU Stock Holding History

Peak Financial 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
Q3 		– Sell
-9,896
Closed -$347K – 73
2022
Q2 		$347K Sell
9,896
-7,348
-43% -$268K 0.34% 52
2022
Q1 		$562K Sell
17,244
-222
-1% -$6.59K 0.48% 47
2021
Q4 		$437K Buy
+17,466
New +$425K 0.34% 54

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Peak Financial Advisors's SU Position: Q3 2022 in Review

Peak Financial Advisors sold out of Suncor Energy (SU) in Q3 2022, closing a stake of 9,896 shares — an estimated $347K sold.

Peak Financial Advisors first reported a position in SU in Q4 2021 and held it in 3 quarters. The position peaked at $562K in Q1 2022. 562 funds tracked by Wall St. Rank hold SU as of Q3 2022.

  • Peak Financial Advisors reported no remaining Suncor Energy position as of Q3 2022 after selling out during the quarter.
  • Peak Financial Advisors sold 9,896 Suncor Energy shares in Q3 2022, an estimated $347K.
  • Peak Financial Advisors first reported a position in Suncor Energy in Q4 2021 and held it in 3 quarters.
  • Peak Financial Advisors's Suncor Energy position peaked at $562K in Q1 2022.
  • 562 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2022.

Based on Peak Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.