WQ
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Wealth Quarterback’s Suncor Energy SU Stock Holding History

Wealth Quarterback’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
2021
Q3 		$1K Buy
15
+1
+7% +$20 ﹤0.01% 809
2021
Q2 		$1K Buy
+14
New +$321 ﹤0.01% 821
2020
Q2 		– Sell
-59
Closed -$931 – 679
2020
Q1 		$931 Sell
59
-305
-84% -$8K ﹤0.01% 834
2019
Q4 		$11.9K Buy
+364
New +$11.4K 0.01% 484

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Wealth Quarterback's SU Position: Q3 2021 in Review

Wealth Quarterback increased its Suncor Energy (SU) stake by 7.1% in Q3 2021, buying an estimated $20 and bringing the position to 15 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #809.

Wealth Quarterback first reported a position in SU in Q4 2019 and has held it in 4 quarters since. The position peaked at $11.9K in Q4 2019. 449 funds tracked by Wall St. Rank hold SU as of Q3 2021.

  • Wealth Quarterback held 15 shares of Suncor Energy worth $1K as of Q3 2021.
  • Wealth Quarterback bought 1 Suncor Energy share in Q3 2021, an estimated $20.
  • Suncor Energy made up ﹤0.01% of Wealth Quarterback's portfolio in Q3 2021, its #809 holding.
  • Wealth Quarterback first reported a position in Suncor Energy in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's Suncor Energy position peaked at $11.9K in Q4 2019.
  • 449 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.