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Prestige Wealth Management Group’s Suncor Energy SU Stock Holding History

Prestige Wealth Management Group’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
-200
Closed -$7K – 1060
2022
Q2 		$7K Buy
+200
New +$7.28K ﹤0.01% 507
2020
Q2 		– Sell
-44
Closed -$1K – 953
2020
Q1 		$1K Buy
44
+35
+389% +$918 ﹤0.01% 842
2019
Q4 		$0 Hold
9
– – ﹤0.01% 662
2019
Q3 		$0 Buy
+9
New +$271 ﹤0.01% 638
2019
Q1 		– Sell
-442
Closed -$12K – 1051
2018
Q4 		$12K Buy
+442
New +$14.7K 0.01% 406

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

Prestige Wealth Management Group's SU Position: Q3 2022 in Review

Prestige Wealth Management Group sold out of Suncor Energy (SU) in Q3 2022, closing a stake of 200 shares — an estimated $7K sold.

Prestige Wealth Management Group first reported a position in SU in Q4 2018 and held it in 5 quarters. The position peaked at $12K in Q4 2018. 562 funds tracked by Wall St. Rank hold SU as of Q3 2022.

  • Prestige Wealth Management Group reported no remaining Suncor Energy position as of Q3 2022 after selling out during the quarter.
  • Prestige Wealth Management Group sold 200 Suncor Energy shares in Q3 2022, an estimated $7K.
  • Prestige Wealth Management Group first reported a position in Suncor Energy in Q4 2018 and held it in 5 quarters.
  • Prestige Wealth Management Group's Suncor Energy position peaked at $12K in Q4 2018.
  • 562 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2022.

Based on Prestige Wealth Management Group's 13F filing for Q3 2022, filed 1 Nov 2022.