Prio Wealth Limited Partnership’s Suncor Energy SU Stock Holding History

Prio Wealth Limited Partnership’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
2020 Q2	–	Sell	-10,912	Closed	-$172K	–	257
2020 Q1	$172K	Sell	10,912 -2,000	-15%	-$52.4K	0.01%	228
2019 Q4	$424K	Hold	12,912	–	–	0.02%	192
2019 Q3	$408K	Sell	12,912 -480	-4%	-$14.4K	0.02%	193
2019 Q2	$417K	Buy	13,392 +842	+7%	+$26.9K	0.02%	186
2019 Q1	$406K	Hold	12,550	–	–	0.02%	187
2018 Q4	$351K	Hold	12,550	–	–	0.02%	182
2018 Q3	$485K	Hold	12,550	–	–	0.02%	171
2018 Q2	$510K	Hold	12,550	–	–	0.03%	165
2018 Q1	$433K	Hold	12,550	–	–	0.02%	171
2017 Q4	$460K	Hold	12,550	–	–	0.02%	177
2017 Q3	$439K	Hold	12,550	–	–	0.02%	176
2017 Q2	$366K	Hold	12,550	–	–	0.02%	186
2017 Q1	$385K	Hold	12,550	–	–	0.02%	186
2016 Q4	$410K	Hold	12,550	–	–	0.02%	183
2016 Q3	$348K	Hold	12,550	–	–	0.02%	200
2016 Q2	$348K	Hold	12,550	–	–	0.02%	195
2016 Q1	$349K	Sell	12,550 -150	-1%	-$3.63K	0.02%	193
2015 Q4	$327K	Sell	12,700 -150	-1%	-$4.14K	0.02%	202
2015 Q3	$343K	Hold	12,850	–	–	0.02%	202
2015 Q2	$353K	Buy	12,850 +450	+4%	+$13.6K	0.02%	204
2015 Q1	$362K	Hold	12,400	–	–	0.02%	201
2014 Q4	$394K	Hold	12,400	–	–	0.02%	193
2014 Q3	$448K	Hold	12,400	–	–	0.02%	179
2014 Q2	$528K	Hold	12,400	–	–	0.03%	171
2014 Q1	$433K	Sell	12,400 -1,882	-13%	-$62.7K	0.02%	184
2013 Q4	$500K	Buy	14,282 +4,000	+39%	+$141K	0.03%	179
2013 Q3	$367K	Sell	10,282 -1,000	-9%	-$33.3K	0.02%	194
2013 Q2	$332K	Buy	+11,282	New	+$340K	0.02%	194

Other funds holding SU

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Prio Wealth Limited Partnership's SU Position: Q2 2020 in Review

Prio Wealth Limited Partnership sold out of Suncor Energy (SU) in Q2 2020, closing a stake of 10,912 shares — an estimated $172K sold.

Prio Wealth Limited Partnership first reported a position in SU in Q2 2013 and held it in 28 quarters. The position peaked at $528K in Q2 2014. 452 funds tracked by Wall St. Rank hold SU as of Q2 2020.

Prio Wealth Limited Partnership reported no remaining Suncor Energy position as of Q2 2020 after selling out during the quarter.
Prio Wealth Limited Partnership sold 10,912 Suncor Energy shares in Q2 2020, an estimated $172K.
Prio Wealth Limited Partnership first reported a position in Suncor Energy in Q2 2013 and held it in 28 quarters.
Prio Wealth Limited Partnership's Suncor Energy position peaked at $528K in Q2 2014.
452 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2020.

Based on Prio Wealth Limited Partnership's 13F filing for Q2 2020, filed 11 Aug 2020.