RGT Wealth Advisors’s Suncor Energy SU Stock Holding History

RGT Wealth 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
2022 Q1	–	Sell	-200	Closed	-$5K	–	309
2021 Q4	$5K	Buy	+200	New	+$4.87K	﹤0.01%	262

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $570B 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

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

RGT Wealth Advisors's SU Position: Q1 2022 in Review

RGT Wealth Advisors sold out of Suncor Energy (SU) in Q1 2022, closing a stake of 200 shares — an estimated $5K sold.

RGT Wealth Advisors first reported a position in SU in Q4 2021 and held it in 1 quarter. The position peaked at $5K in Q4 2021. 539 funds tracked by Wall St. Rank hold SU as of Q1 2022.

RGT Wealth Advisors reported no remaining Suncor Energy position as of Q1 2022 after selling out during the quarter.
RGT Wealth Advisors sold 200 Suncor Energy shares in Q1 2022, an estimated $5K.
RGT Wealth Advisors first reported a position in Suncor Energy in Q4 2021 and held it in 1 quarter.
RGT Wealth Advisors's Suncor Energy position peaked at $5K in Q4 2021.
539 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2022.

Based on RGT Wealth Advisors's 13F filing for Q1 2022, filed 5 May 2022.