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TFO Wealth Partners’s Suncor Energy SU Stock Holding History

TFO Wealth Partners’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
2020
Q4 		– Sell
-89
Closed -$1K – 156
2020
Q3 		$1K Buy
+89
New +$1.39K ﹤0.01% 148

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PIF
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

TFO Wealth Partners's SU Position: Q4 2020 in Review

TFO Wealth Partners sold out of Suncor Energy (SU) in Q4 2020, closing a stake of 89 shares — an estimated $1K sold.

TFO Wealth Partners first reported a position in SU in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 449 funds tracked by Wall St. Rank hold SU as of Q4 2020.

  • TFO Wealth Partners reported no remaining Suncor Energy position as of Q4 2020 after selling out during the quarter.
  • TFO Wealth Partners sold 89 Suncor Energy shares in Q4 2020, an estimated $1K.
  • TFO Wealth Partners first reported a position in Suncor Energy in Q3 2020 and held it in 1 quarter.
  • TFO Wealth Partners's Suncor Energy position peaked at $1K in Q3 2020.
  • 449 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2020.

Based on TFO Wealth Partners's 13F filing for Q4 2020, filed 29 Jan 2021.