SYSTM Wealth Solutions’s Suncor Energy SU Stock Holding History

SYSTM Wealth Solutions’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
2024 Q3	–	Sell	-3,256	Closed	-$124K	–	561
2024 Q2	$124K	Sell	3,256 -10,520	-76%	-$406K	0.03%	233
2024 Q1	$508K	Sell	13,776 -13	-0.1%	-$437	0.06%	282
2023 Q4	$442K	Sell	13,789 -3,024	-18%	-$98.7K	0.06%	286
2023 Q3	$578K	Sell	16,813 -8,573	-34%	-$275K	0.09%	266
2023 Q2	$744K	Buy	25,386 +5,026	+25%	+$150K	0.1%	252
2023 Q1	$632K	Sell	20,360 -10,040	-33%	-$327K	0.1%	257
2022 Q4	$965K	Buy	+30,400	New	+$999K	0.12%	218

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

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

SYSTM Wealth Solutions's SU Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Suncor Energy (SU) in Q3 2024, closing a stake of 3,256 shares — an estimated $124K sold.

SYSTM Wealth Solutions first reported a position in SU in Q4 2022 and held it in 7 quarters. The position peaked at $965K in Q4 2022. 636 funds tracked by Wall St. Rank hold SU as of Q3 2024.

SYSTM Wealth Solutions reported no remaining Suncor Energy position as of Q3 2024 after selling out during the quarter.
SYSTM Wealth Solutions sold 3,256 Suncor Energy shares in Q3 2024, an estimated $124K.
SYSTM Wealth Solutions first reported a position in Suncor Energy in Q4 2022 and held it in 7 quarters.
SYSTM Wealth Solutions's Suncor Energy position peaked at $965K in Q4 2022.
636 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.