Wagner Wealth Management (South Carolina)’s Suncor Energy SU Stock Holding History

Wagner Wealth Management (South Carolina)’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 Q4	–	Sell	-358	Closed	-$10K	–	638
2022 Q3	$10K	Hold	358	–	–	0.01%	426
2022 Q2	$13K	Buy	+358	New	+$13K	0.01%	405
2022 Q1	–	Sell	-358	Closed	-$9K	–	600
2021 Q4	$9K	Hold	358	–	–	0.01%	509
2021 Q3	$9K	Hold	358	–	–	0.01%	488
2021 Q2	$9K	Hold	358	–	–	0.01%	506
2021 Q1	$7K	Buy	+358	New	+$7.02K	0.01%	511
2018 Q3	$28K	Buy	720 +502	+230%	+$20.3K	0.02%	310
2018 Q2	$9K	Buy	+218	New	+$8.49K	0.01%	413

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

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

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

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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Wagner Wealth Management (South Carolina)'s SU Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Suncor Energy (SU) in Q4 2022, closing a stake of 358 shares — an estimated $10K sold.

Wagner Wealth Management (South Carolina) first reported a position in SU in Q2 2018 and held it in 8 quarters. The position peaked at $28K in Q3 2018. 591 funds tracked by Wall St. Rank hold SU as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining Suncor Energy position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 358 Suncor Energy shares in Q4 2022, an estimated $10K.
Wagner Wealth Management (South Carolina) first reported a position in Suncor Energy in Q2 2018 and held it in 8 quarters.
Wagner Wealth Management (South Carolina)'s Suncor Energy position peaked at $28K in Q3 2018.
591 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.