Wipfli Financial Advisors’s Suncor Energy SU Stock Holding History

Wipfli Financial Advisors’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 Q3	$117K	Buy	+4,168	New	+$132K	0.01%	658

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

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

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Wipfli Financial Advisors's SU Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Suncor Energy (SU) in Q3 2022: 4,168 shares worth $117K. The stake represents 0.01% of the portfolio and ranks #658 among its holdings.

562 funds tracked by Wall St. Rank hold SU as of Q3 2022.

Wipfli Financial Advisors held 4,168 shares of Suncor Energy worth $117K as of Q3 2022.
Suncor Energy was a new Wipfli Financial Advisors position in Q3 2022.
Suncor Energy made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #658 holding.
562 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.