TCWP’s Suncor Energy SU Stock Holding History

TCWP’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 Q2	–	Sell	-444	Closed	-$14K	–	1559
2022 Q1	$14K	Buy	+444	New	+$13.2K	﹤0.01%	796

Other funds holding SU

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

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

TCWP's SU Position: Q2 2022 in Review

TCWP sold out of Suncor Energy (SU) in Q2 2022, closing a stake of 444 shares — an estimated $14K sold.

TCWP first reported a position in SU in Q1 2022 and held it in 1 quarter. The position peaked at $14K in Q1 2022. 578 funds tracked by Wall St. Rank hold SU as of Q2 2022.

TCWP reported no remaining Suncor Energy position as of Q2 2022 after selling out during the quarter.
TCWP sold 444 Suncor Energy shares in Q2 2022, an estimated $14K.
TCWP first reported a position in Suncor Energy in Q1 2022 and held it in 1 quarter.
TCWP's Suncor Energy position peaked at $14K in Q1 2022.
578 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.