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Phoenix Wealth Advisors’s Suncor Energy SU Stock Holding History

Phoenix Wealth 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
2021
Q1 		– Sell
-306
Closed -$5K – 365
2020
Q4 		$5K Buy
+306
New +$4.5K ﹤0.01% 317

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Phoenix Wealth Advisors's SU Position: Q1 2021 in Review

Phoenix Wealth Advisors sold out of Suncor Energy (SU) in Q1 2021, closing a stake of 306 shares — an estimated $5K sold.

Phoenix Wealth Advisors first reported a position in SU in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 468 funds tracked by Wall St. Rank hold SU as of Q1 2021.

  • Phoenix Wealth Advisors reported no remaining Suncor Energy position as of Q1 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 306 Suncor Energy shares in Q1 2021, an estimated $5K.
  • Phoenix Wealth Advisors first reported a position in Suncor Energy in Q4 2020 and held it in 1 quarter.
  • Phoenix Wealth Advisors's Suncor Energy position peaked at $5K in Q4 2020.
  • 468 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2021, filed 12 Apr 2021.