TD Ameritrade Investment Management’s Suncor Energy SU Stock Holding History

TD Ameritrade Investment 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
2023 Q2	–	Sell	-33	Closed	-$1K	–	600
2023 Q1	$1K	Hold	33	–	–	﹤0.01%	571
2022 Q4	$1K	Sell	33 -28	-46%	-$920	﹤0.01%	569
2022 Q3	$2K	Hold	61	–	–	﹤0.01%	521
2022 Q2	$2K	Sell	61 -41	-40%	-$1.49K	﹤0.01%	555
2022 Q1	$3K	Buy	+102	New	+$3.03K	﹤0.01%	584
2019 Q4	–	Sell	-171	Closed	-$5K	–	659
2019 Q3	$5K	Sell	171 -86	-33%	-$2.59K	﹤0.01%	529
2019 Q2	$8K	Buy	257 +164	+176%	+$5.25K	﹤0.01%	443
2019 Q1	$3K	Buy	93 +17	+22%	+$554	﹤0.01%	502
2018 Q4	$2K	Buy	76 +33	+77%	+$1.1K	﹤0.01%	545
2018 Q3	$2K	Buy	+43	New	+$1.74K	﹤0.01%	504

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

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

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

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

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

TD Ameritrade Investment Management's SU Position: Q2 2023 in Review

TD Ameritrade Investment Management sold out of Suncor Energy (SU) in Q2 2023, closing a stake of 33 shares — an estimated $1K sold.

TD Ameritrade Investment Management first reported a position in SU in Q3 2018 and held it in 10 quarters. The position peaked at $8K in Q2 2019. 564 funds tracked by Wall St. Rank hold SU as of Q2 2023.

TD Ameritrade Investment Management reported no remaining Suncor Energy position as of Q2 2023 after selling out during the quarter.
TD Ameritrade Investment Management sold 33 Suncor Energy shares in Q2 2023, an estimated $1K.
TD Ameritrade Investment Management first reported a position in Suncor Energy in Q3 2018 and held it in 10 quarters.
TD Ameritrade Investment Management's Suncor Energy position peaked at $8K in Q2 2019.
564 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q2 2023, filed 10 Aug 2023.