WealthShield Partners’s Suncor Energy SU Stock Holding History

WealthShield 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
2022 Q2	–	Sell	-20,349	Closed	-$663K	–	330
2022 Q1	$663K	Buy	+20,349	New	+$604K	0.11%	198
2021 Q2	–	Sell	-189	Closed	-$4K	–	1115
2021 Q1	$4K	Buy	+189	New	+$3.7K	﹤0.01%	1006

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 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

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

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

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

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

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

WealthShield Partners's SU Position: Q2 2022 in Review

WealthShield Partners sold out of Suncor Energy (SU) in Q2 2022, closing a stake of 20,349 shares — an estimated $663K sold.

WealthShield Partners first reported a position in SU in Q1 2021 and held it in 2 quarters. The position peaked at $663K in Q1 2022. 578 funds tracked by Wall St. Rank hold SU as of Q2 2022.

WealthShield Partners reported no remaining Suncor Energy position as of Q2 2022 after selling out during the quarter.
WealthShield Partners sold 20,349 Suncor Energy shares in Q2 2022, an estimated $663K.
WealthShield Partners first reported a position in Suncor Energy in Q1 2021 and held it in 2 quarters.
WealthShield Partners's Suncor Energy position peaked at $663K in Q1 2022.
578 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2022.

Based on WealthShield Partners's 13F filing for Q2 2022, filed 11 Aug 2022.