Total Clarity Wealth Management’s Suncor Energy SU Stock Holding History

Total Clarity Wealth 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
2022 Q3	–	Sell	-4,400	Closed	-$154K	–	892
2022 Q2	$154K	Buy	+4,400	New	+$160K	0.08%	246
2022 Q1	–	Sell	-4,100	Closed	-$103K	–	834
2021 Q4	$103K	Sell	4,100 -500	-11%	-$12.2K	0.05%	310
2021 Q3	$95K	Buy	+4,600	New	+$92K	0.05%	310
2021 Q2	–	Sell	-4,600	Closed	-$96K	–	679
2021 Q1	$96K	Buy	+4,600	New	+$90.2K	0.06%	249
2020 Q1	–	Sell	-2,815	Closed	-$92K	–	554
2019 Q4	$92K	Buy	+2,815	New	+$87.9K	0.07%	190

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Total Clarity Wealth Management's SU Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of Suncor Energy (SU) in Q3 2022, closing a stake of 4,400 shares — an estimated $154K sold.

Total Clarity Wealth Management first reported a position in SU in Q4 2019 and held it in 5 quarters. The position peaked at $154K in Q2 2022. 562 funds tracked by Wall St. Rank hold SU as of Q3 2022.

Total Clarity Wealth Management reported no remaining Suncor Energy position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 4,400 Suncor Energy shares in Q3 2022, an estimated $154K.
Total Clarity Wealth Management first reported a position in Suncor Energy in Q4 2019 and held it in 5 quarters.
Total Clarity Wealth Management's Suncor Energy position peaked at $154K in Q2 2022.
562 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.