Prospera Financial Services’s Suncor Energy SU Stock Holding History

Prospera Financial Services’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	-455	Closed	-$16K	–	1500
2022 Q2	$16K	Sell	455 -1,776	-80%	-$64.7K	﹤0.01%	1256
2022 Q1	$73K	Buy	+2,231	New	+$66.2K	﹤0.01%	1213
2020 Q4	–	Sell	-11,059	Closed	-$136K	–	1464
2020 Q3	$136K	Sell	11,059 -313	-3%	-$4.9K	0.05%	329
2020 Q2	$165K	Buy	+11,372	New	+$194K	0.01%	550
2020 Q1	–	Sell	-13,079	Closed	-$429K	–	616
2019 Q4	$429K	Buy	13,079 +356	+3%	+$11.1K	0.03%	409
2019 Q3	$402K	Sell	12,723 -128	-1%	-$3.85K	0.04%	369
2019 Q2	$403K	Buy	12,851 +251	+2%	+$8.03K	0.05%	330
2019 Q1	$420K	Buy	+12,600	New	+$410K	0.14%	196
2018 Q4	–	Sell	-6,349	Closed	-$254K	–	439
2018 Q3	$254K	Sell	6,349 -2,619	-29%	-$106K	0.05%	351
2018 Q2	$367K	Sell	8,968 -896	-9%	-$34.9K	0.05%	299
2018 Q1	$340K	Sell	9,864 -39	-0.4%	-$1.36K	0.05%	307
2017 Q4	$378K	Sell	9,903 -155	-2%	-$5.38K	0.06%	269
2017 Q3	$353K	Buy	10,058 +534	+6%	+$17K	0.05%	292
2017 Q2	$271K	Buy	+9,524	New	+$293K	0.04%	331

Other funds holding SU

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Sanders Capital

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fidelity Investments

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

Fidelity International

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

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

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

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return