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Providence Capital Advisors’s Suncor Energy SU Stock Holding History

Providence Capital 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
2023
Q1 		– Sell
-169
Closed -$5.36K – 334
2022
Q4 		$5.36K Hold
169
– – ﹤0.01% 222
2022
Q3 		$5K Buy
+169
New +$5.34K ﹤0.01% 252

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
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Providence Capital Advisors's SU Position: Q1 2023 in Review

Providence Capital Advisors sold out of Suncor Energy (SU) in Q1 2023, closing a stake of 169 shares — an estimated $5.36K sold.

Providence Capital Advisors first reported a position in SU in Q3 2022 and held it in 2 quarters. The position peaked at $5.36K in Q4 2022. 592 funds tracked by Wall St. Rank hold SU as of Q1 2023.

  • Providence Capital Advisors reported no remaining Suncor Energy position as of Q1 2023 after selling out during the quarter.
  • Providence Capital Advisors sold 169 Suncor Energy shares in Q1 2023, an estimated $5.36K.
  • Providence Capital Advisors first reported a position in Suncor Energy in Q3 2022 and held it in 2 quarters.
  • Providence Capital Advisors's Suncor Energy position peaked at $5.36K in Q4 2022.
  • 592 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2023.

Based on Providence Capital Advisors's 13F filing for Q1 2023, filed 10 May 2023.