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Wedbush Securities’s Suncor Energy SU Stock Holding History

Wedbush Securities’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
Q1 		– Sell
-7,077
Closed -$225K – 1138
2022
Q4 		$225K Sell
7,077
-4,005
-36% -$132K 0.01% 856
2022
Q3 		$312K Buy
11,082
+1,555
+16% +$49.1K 0.02% 705
2022
Q2 		$334K Buy
9,527
+2,541
+36% +$92.5K 0.02% 699
2022
Q1 		$228K Buy
+6,986
New +$207K 0.01% 929
2018
Q3 		– Sell
-5,047
Closed -$205K – 942
2018
Q2 		$205K Buy
+5,047
New +$197K 0.03% 725

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Wedbush Securities's SU Position: Q1 2023 in Review

Wedbush Securities sold out of Suncor Energy (SU) in Q1 2023, closing a stake of 7,077 shares — an estimated $225K sold.

Wedbush Securities first reported a position in SU in Q2 2018 and held it in 5 quarters. The position peaked at $334K in Q2 2022. 592 funds tracked by Wall St. Rank hold SU as of Q1 2023.

  • Wedbush Securities reported no remaining Suncor Energy position as of Q1 2023 after selling out during the quarter.
  • Wedbush Securities sold 7,077 Suncor Energy shares in Q1 2023, an estimated $225K.
  • Wedbush Securities first reported a position in Suncor Energy in Q2 2018 and held it in 5 quarters.
  • Wedbush Securities's Suncor Energy position peaked at $334K in Q2 2022.
  • 592 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2023.

Based on Wedbush Securities's 13F filing for Q1 2023, filed 9 May 2023.