WealthPLAN Partners’s Suncor Energy SU Stock Holding History

WealthPLAN 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
2023 Q2	–	Sell	-30	Closed	-$932	–	1385
2023 Q1	$932	Buy	+30	New	+$976	﹤0.01%	1206
2017 Q2	–	Sell	-303	Closed	-$9.36K	–	391
2017 Q1	$9.36K	Buy	+303	New	+$9.54K	0.03%	281
2016 Q3	$8.35K	Sell	303 -303	-50%	-$8.28K	﹤0.01%	627
2016 Q2	$8.41K	Buy	+606	New	+$16.6K	﹤0.01%	1802

Other funds holding SU

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

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 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

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

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

WealthPLAN Partners's SU Position: Q2 2023 in Review

WealthPLAN Partners sold out of Suncor Energy (SU) in Q2 2023, closing a stake of 30 shares — an estimated $932 sold.

WealthPLAN Partners first reported a position in SU in Q2 2016 and held it in 4 quarters. The position peaked at $9.36K in Q1 2017. 564 funds tracked by Wall St. Rank hold SU as of Q2 2023.

WealthPLAN Partners reported no remaining Suncor Energy position as of Q2 2023 after selling out during the quarter.
WealthPLAN Partners sold 30 Suncor Energy shares in Q2 2023, an estimated $932.
WealthPLAN Partners first reported a position in Suncor Energy in Q2 2016 and held it in 4 quarters.
WealthPLAN Partners's Suncor Energy position peaked at $9.36K in Q1 2017.
564 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.