Sugarloaf Wealth Management’s Canadian Natural Resources CNQ Stock Holding History

Sugarloaf Wealth Management’s Portfolio CNQ Stock Details CNQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$22.5K	Hold	728	–	–	﹤0.01%	386
2024 Q3	$24.2K	Hold	728	–	–	﹤0.01%	390
2024 Q2	$25.9K	Hold	728	–	–	0.01%	361
2024 Q1	$27.8K	Hold	728	–	–	0.01%	365
2023 Q4	$23.8K	Hold	728	–	–	0.01%	373
2023 Q3	$23.5K	Hold	728	–	–	0.01%	367
2023 Q2	$20.5K	Hold	728	–	–	﹤0.01%	384
2023 Q1	$20.1K	Sell	728 -800	-52%	-$22.7K	0.01%	389
2022 Q4	$42.4K	Hold	1,528	–	–	0.01%	306
2022 Q3	$36K	Sell	1,528 -32	-2%	-$828	0.01%	339
2022 Q2	$41K	Hold	1,560	–	–	0.01%	316
2022 Q1	$47K	Hold	1,560	–	–	0.01%	289
2021 Q4	$32K	Hold	1,560	–	–	0.01%	360
2021 Q3	$28K	Hold	1,560	–	–	0.01%	359
2021 Q2	$28K	Hold	1,560	–	–	0.01%	360
2021 Q1	$24	Hold	1,560	–	–	0.01%	375
2020 Q4	$18K	Hold	1,560	–	–	0.01%	396
2020 Q3	$12K	Hold	1,560	–	–	﹤0.01%	433
2020 Q2	$13K	Buy	+1,560	New	+$12.6K	0.01%	410

Other funds holding CNQ

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Sugarloaf Wealth Management's CNQ Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Canadian Natural Resources (CNQ) position steady in Q4 2024 at 728 shares worth $22.5K. The position accounts for ﹤0.01% of the portfolio, ranked #386.

Sugarloaf Wealth Management first reported a position in CNQ in Q2 2020 and has held it in 19 quarters since. The position peaked at $47K in Q1 2022. 626 funds tracked by Wall St. Rank hold CNQ as of Q4 2024.

Sugarloaf Wealth Management held 728 shares of Canadian Natural Resources worth $22.5K as of Q4 2024.
Sugarloaf Wealth Management left its Canadian Natural Resources share count unchanged in Q4 2024.
Canadian Natural Resources made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #386 holding.
Sugarloaf Wealth Management first reported a position in Canadian Natural Resources in Q2 2020 and has held it in 19 quarters since.
Sugarloaf Wealth Management's Canadian Natural Resources position peaked at $47K in Q1 2022.
626 funds tracked by Wall St. Rank held Canadian Natural Resources as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.