Wealthcare Advisory Partners’s Suncor Energy SU Stock Holding History

Wealthcare Advisory 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
2021 Q2	–	Sell	-338	Closed	-$7K	–	1706
2021 Q1	$7K	Buy	+338	New	+$6.63K	﹤0.01%	1568
2020 Q2	–	Sell	-348	Closed	-$5K	–	1221
2020 Q1	$5K	Sell	348 -15	-4%	-$393	﹤0.01%	1122
2019 Q4	$12K	Hold	363	–	–	﹤0.01%	896
2019 Q3	$11K	Sell	363 -114	-24%	-$3.43K	﹤0.01%	904
2019 Q2	$15K	Buy	477 +114	+31%	+$3.65K	﹤0.01%	806
2019 Q1	$12K	Hold	363	–	–	﹤0.01%	780
2018 Q4	$10K	Hold	363	–	–	﹤0.01%	794
2018 Q3	$14K	Sell	363 -90	-20%	-$3.64K	﹤0.01%	767
2018 Q2	$18K	Sell	453 -9	-2%	-$351	﹤0.01%	700
2018 Q1	$16K	Sell	462 -15	-3%	-$523	﹤0.01%	640
2017 Q4	$18K	Buy	477 +322	+208%	+$11.2K	﹤0.01%	565
2017 Q3	$5K	Buy	+155	New	+$4.95K	﹤0.01%	659

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Wealthcare Advisory Partners's SU Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Suncor Energy (SU) in Q2 2021, closing a stake of 338 shares — an estimated $7K sold.

Wealthcare Advisory Partners first reported a position in SU in Q3 2017 and held it in 12 quarters. The position peaked at $18K in Q2 2018. 473 funds tracked by Wall St. Rank hold SU as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Suncor Energy position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 338 Suncor Energy shares in Q2 2021, an estimated $7K.
Wealthcare Advisory Partners first reported a position in Suncor Energy in Q3 2017 and held it in 12 quarters.
Wealthcare Advisory Partners's Suncor Energy position peaked at $18K in Q2 2018.
473 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.