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Retirement Planning Company of New England’s Suncor Energy SU Stock Holding History

Retirement Planning Company of New England’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
Q1 		– Sell
-97
Closed -$2K – 793
2021
Q4 		$2K Buy
+97
New +$2.36K ﹤0.01% 866

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Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $269B AUM 31.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Retirement Planning Company of New England's SU Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of Suncor Energy (SU) in Q1 2022, closing a stake of 97 shares — an estimated $2K sold.

Retirement Planning Company of New England first reported a position in SU in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 540 funds tracked by Wall St. Rank hold SU as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining Suncor Energy position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 97 Suncor Energy shares in Q1 2022, an estimated $2K.
  • Retirement Planning Company of New England first reported a position in Suncor Energy in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's Suncor Energy position peaked at $2K in Q4 2021.
  • 540 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.