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Provident Wealth Management’s Suncor Energy SU Stock Holding History

Provident Wealth Management’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
Q4 		– Sell
-91
Closed -$1K – 238
2020
Q3 		$1K Buy
+91
New +$1.43K ﹤0.01% 271

Other funds holding SU

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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Provident Wealth Management's SU Position: Q4 2020 in Review

Provident Wealth Management sold out of Suncor Energy (SU) in Q4 2020, closing a stake of 91 shares — an estimated $1K sold.

Provident Wealth Management first reported a position in SU in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 449 funds tracked by Wall St. Rank hold SU as of Q4 2020.

  • Provident Wealth Management reported no remaining Suncor Energy position as of Q4 2020 after selling out during the quarter.
  • Provident Wealth Management sold 91 Suncor Energy shares in Q4 2020, an estimated $1K.
  • Provident Wealth Management first reported a position in Suncor Energy in Q3 2020 and held it in 1 quarter.
  • Provident Wealth Management's Suncor Energy position peaked at $1K in Q3 2020.
  • 449 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2020.

Based on Provident Wealth Management's 13F filing for Q4 2020, filed 20 Jan 2021.