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Ten Capital Wealth Advisors’s Suncor Energy SU Stock Holding History

Ten Capital 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
Q2 		– Sell
-173
Closed -$5.37K – 489
2023
Q1 		$5.37K Buy
+173
New +$5.63K ﹤0.01% 416

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Ten Capital Wealth Advisors's SU Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of Suncor Energy (SU) in Q2 2023, closing a stake of 173 shares — an estimated $5.37K sold.

Ten Capital Wealth Advisors first reported a position in SU in Q1 2023 and held it in 1 quarter. The position peaked at $5.37K in Q1 2023. 564 funds tracked by Wall St. Rank hold SU as of Q2 2023.

  • Ten Capital Wealth Advisors reported no remaining Suncor Energy position as of Q2 2023 after selling out during the quarter.
  • Ten Capital Wealth Advisors sold 173 Suncor Energy shares in Q2 2023, an estimated $5.37K.
  • Ten Capital Wealth Advisors first reported a position in Suncor Energy in Q1 2023 and held it in 1 quarter.
  • Ten Capital Wealth Advisors's Suncor Energy position peaked at $5.37K in Q1 2023.
  • 564 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.