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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 – 1462
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 $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

Prospera Financial Services's SU Position: Q3 2022 in Review

Prospera Financial Services sold out of Suncor Energy (SU) in Q3 2022, closing a stake of 455 shares — an estimated $16K sold.

Prospera Financial Services first reported a position in SU in Q2 2017 and held it in 14 quarters. The position peaked at $429K in Q4 2019. 562 funds tracked by Wall St. Rank hold SU as of Q3 2022.

  • Prospera Financial Services reported no remaining Suncor Energy position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 455 Suncor Energy shares in Q3 2022, an estimated $16K.
  • Prospera Financial Services first reported a position in Suncor Energy in Q2 2017 and held it in 14 quarters.
  • Prospera Financial Services's Suncor Energy position peaked at $429K in Q4 2019.
  • 562 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.