Ropes Wealth Advisors’s Suncor Energy SU Stock Holding History

Ropes 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
2021 Q1	–	Sell	-90	Closed	-$2K	–	720
2020 Q4	$2K	Buy	+90	New	+$1.32K	﹤0.01%	665
2020 Q1	–	Sell	-15	Closed	–	–	559
2019 Q4	$0	Sell	15 -30	-67%	-$936	﹤0.01%	558
2019 Q3	$1K	Sell	45 -950	-95%	-$28.6K	﹤0.01%	540
2019 Q2	$31K	Sell	995 -75	-7%	-$2.4K	0.01%	385
2019 Q1	$35K	Hold	1,070	–	–	0.01%	367
2018 Q4	$30K	Sell	1,070 -3,597	-77%	-$120K	0.01%	346
2018 Q3	$181K	Hold	4,667	–	–	0.04%	232
2018 Q2	$190K	Hold	4,667	–	–	0.05%	227
2018 Q1	$161K	Hold	4,667	–	–	0.04%	233
2017 Q4	$171K	Sell	4,667 -473	-9%	-$16.4K	0.04%	226
2017 Q3	$180K	Hold	5,140	–	–	0.05%	224
2017 Q2	$150K	Sell	5,140 -318	-6%	-$9.78K	0.04%	234
2017 Q1	$168K	Sell	5,458 -250	-4%	-$7.87K	0.05%	230
2016 Q4	$187K	Sell	5,708 -240	-4%	-$7.36K	0.06%	208
2016 Q3	$165K	Hold	5,948	–	–	0.06%	209
2016 Q2	$165K	Sell	5,948 -140	-2%	-$3.84K	0.06%	195
2016 Q1	$169K	Buy	6,088 +733	+14%	+$17.7K	0.07%	158
2015 Q4	$138K	Hold	5,355	–	–	0.06%	176
2015 Q3	$143K	Sell	5,355 -1,668	-24%	-$44.7K	0.08%	153
2015 Q2	$193K	Sell	7,023 -700	-9%	-$21.2K	0.1%	122
2015 Q1	$226K	Buy	+7,723	New	+$230K	0.12%	120

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Ropes Wealth Advisors's SU Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Suncor Energy (SU) in Q1 2021, closing a stake of 90 shares — an estimated $2K sold.

Ropes Wealth Advisors first reported a position in SU in Q1 2015 and held it in 21 quarters. The position peaked at $226K in Q1 2015. 469 funds tracked by Wall St. Rank hold SU as of Q1 2021.

Ropes Wealth Advisors reported no remaining Suncor Energy position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 90 Suncor Energy shares in Q1 2021, an estimated $2K.
Ropes Wealth Advisors first reported a position in Suncor Energy in Q1 2015 and held it in 21 quarters.
Ropes Wealth Advisors's Suncor Energy position peaked at $226K in Q1 2015.
469 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.