SeaCrest Wealth Management’s Suncor Energy SU Stock Holding History

SeaCrest 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
2022 Q3	–	Sell	-1,107	Closed	-$39K	–	1418
2022 Q2	$39K	Buy	+1,107	New	+$40.3K	﹤0.01%	1228
2019 Q2	–	Sell	-2,117	Closed	-$69K	–	1676
2019 Q1	$69K	Sell	2,117 -179	-8%	-$5.83K	0.01%	828
2018 Q4	$64K	Buy	2,296 +22	+1%	+$731	0.01%	822
2018 Q3	$88K	Buy	2,274 +303	+15%	+$12.3K	0.01%	795
2018 Q2	$80K	Sell	1,971 -1,047	-35%	-$40.8K	0.01%	809
2018 Q1	$104K	Buy	3,018 +300	+11%	+$10.5K	0.02%	691
2017 Q4	$100K	Buy	+2,718	New	+$94.4K	0.02%	719

Other funds holding SU

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

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

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

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

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

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

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

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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

SeaCrest Wealth Management's SU Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Suncor Energy (SU) in Q3 2022, closing a stake of 1,107 shares — an estimated $39K sold.

SeaCrest Wealth Management first reported a position in SU in Q4 2017 and held it in 7 quarters. The position peaked at $104K in Q1 2018. 562 funds tracked by Wall St. Rank hold SU as of Q3 2022.

SeaCrest Wealth Management reported no remaining Suncor Energy position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 1,107 Suncor Energy shares in Q3 2022, an estimated $39K.
SeaCrest Wealth Management first reported a position in Suncor Energy in Q4 2017 and held it in 7 quarters.
SeaCrest Wealth Management's Suncor Energy position peaked at $104K in Q1 2018.
562 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.