Personal Wealth Partners’s Suncor Energy SU Stock Holding History

Personal 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
2021 Q3	–	Sell	-25	Closed	-$1K	–	352
2021 Q2	$1K	Buy	+25	New	+$573	﹤0.01%	417
2020 Q1	–	Sell	-312	Closed	-$10K	–	533
2019 Q4	$10K	Hold	312	–	–	﹤0.01%	234
2019 Q3	$10K	Hold	312	–	–	﹤0.01%	238
2019 Q2	$10K	Buy	+312	New	+$9.98K	﹤0.01%	216

Other funds holding SU

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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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 $123B AUM 34.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

Personal Wealth Partners's SU Position: Q3 2021 in Review

Personal Wealth Partners sold out of Suncor Energy (SU) in Q3 2021, closing a stake of 25 shares — an estimated $1K sold.

Personal Wealth Partners first reported a position in SU in Q2 2019 and held it in 4 quarters. The position peaked at $10K in Q4 2019. 449 funds tracked by Wall St. Rank hold SU as of Q3 2021.

Personal Wealth Partners reported no remaining Suncor Energy position as of Q3 2021 after selling out during the quarter.
Personal Wealth Partners sold 25 Suncor Energy shares in Q3 2021, an estimated $1K.
Personal Wealth Partners first reported a position in Suncor Energy in Q2 2019 and held it in 4 quarters.
Personal Wealth Partners's Suncor Energy position peaked at $10K in Q4 2019.
449 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.