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Perfromance Wealth Partners’s Suncor Energy SU Stock Holding History

Perfromance Wealth Partners’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
2024
Q4 		– Sell
-9,139
Closed -$337K – 204
2024
Q3 		$337K Hold
9,139
– – 0.01% 131
2024
Q2 		$348K Buy
+9,139
New +$353K 0.01% 109

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EIM
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Perfromance Wealth Partners's SU Position: Q4 2024 in Review

Perfromance Wealth Partners sold out of Suncor Energy (SU) in Q4 2024, closing a stake of 9,139 shares — an estimated $337K sold.

Perfromance Wealth Partners first reported a position in SU in Q2 2024 and held it in 2 quarters. The position peaked at $348K in Q2 2024. 655 funds tracked by Wall St. Rank hold SU as of Q4 2024.

  • Perfromance Wealth Partners reported no remaining Suncor Energy position as of Q4 2024 after selling out during the quarter.
  • Perfromance Wealth Partners sold 9,139 Suncor Energy shares in Q4 2024, an estimated $337K.
  • Perfromance Wealth Partners first reported a position in Suncor Energy in Q2 2024 and held it in 2 quarters.
  • Perfromance Wealth Partners's Suncor Energy position peaked at $348K in Q2 2024.
  • 655 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2024.

Based on Perfromance Wealth Partners's 13F filing for Q4 2024, filed 17 Jan 2025.