Sutton Wealth Advisors’s Suncor Energy SU Stock Holding History

Sutton 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
2023 Q3	$13.1K	Hold	381	–	–	0.01%	427
2023 Q2	$11.2K	Hold	381	–	–	0.01%	438
2023 Q1	$11.8K	Hold	381	–	–	0.01%	394
2022 Q4	$12.1K	Hold	381	–	–	﹤0.01%	874
2022 Q3	$10.7K	Hold	381	–	–	﹤0.01%	868
2022 Q2	$13.4K	Hold	381	–	–	0.01%	809
2022 Q1	$12.4K	Hold	381	–	–	﹤0.01%	876
2021 Q4	$9.54K	Hold	381	–	–	﹤0.01%	946
2021 Q3	$7.9K	Hold	381	–	–	﹤0.01%	984
2021 Q2	$9.13K	Hold	381	–	–	﹤0.01%	935
2021 Q1	$7.96K	Hold	381	–	–	﹤0.01%	934
2020 Q4	$6.39K	Hold	381	–	–	﹤0.01%	926
2020 Q3	$4.66K	Hold	381	–	–	﹤0.01%	942
2020 Q2	$6.42K	Hold	381	–	–	﹤0.01%	810
2020 Q1	$6.02K	Hold	381	–	–	﹤0.01%	776
2019 Q4	$12.5K	Hold	381	–	–	0.01%	756
2019 Q3	$12K	Hold	381	–	–	0.01%	742
2019 Q2	$11.9K	Hold	381	–	–	0.01%	735
2019 Q1	$12.4K	Hold	381	–	–	0.01%	733
2018 Q4	$10.7K	Hold	381	–	–	0.01%	727
2018 Q3	$14.7K	Hold	381	–	–	0.01%	688
2018 Q2	$15.5K	Hold	381	–	–	0.01%	694
2018 Q1	$13.2K	Hold	381	–	–	0.01%	722
2017 Q4	$14K	Hold	381	–	–	0.01%	682
2017 Q3	$13.3K	Sell	381 -1,100	-74%	-$35.1K	0.01%	686
2017 Q2	$43.2K	Hold	1,481	–	–	0.03%	289
2017 Q1	$45.5K	Hold	1,481	–	–	0.04%	281
2016 Q4	$48.4K	Hold	1,481	–	–	0.04%	270
2016 Q3	$41.1K	Hold	1,481	–	–	0.04%	288
2016 Q2	$41.1K	Hold	1,481	–	–	0.04%	273
2016 Q1	$41.2K	Buy	+1,481	New	+$35.8K	0.04%	276

Other funds holding SU

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Sutton Wealth Advisors's SU Position: Q3 2023 in Review

Sutton Wealth Advisors held its Suncor Energy (SU) position steady in Q3 2023 at 381 shares worth $13.1K. The position accounts for 0.01% of the portfolio, ranked #427.

Sutton Wealth Advisors first reported a position in SU in Q1 2016 and has held it in 31 quarters since. The position peaked at $48.4K in Q4 2016. 569 funds tracked by Wall St. Rank hold SU as of Q3 2023.

Sutton Wealth Advisors held 381 shares of Suncor Energy worth $13.1K as of Q3 2023.
Sutton Wealth Advisors left its Suncor Energy share count unchanged in Q3 2023.
Suncor Energy made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #427 holding.
Sutton Wealth Advisors first reported a position in Suncor Energy in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's Suncor Energy position peaked at $48.4K in Q4 2016.
569 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.