WR Wealth Planners’s Suncor Energy SU Stock Holding History

WR Wealth Planners’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 Q4	–	Sell	-3	Closed	-$84	–	538
2022 Q3	$84	Buy	+3	New	+$95	﹤0.01%	505

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

WR Wealth Planners's SU Position: Q4 2022 in Review

WR Wealth Planners sold out of Suncor Energy (SU) in Q4 2022, closing a stake of 3 shares — an estimated $84 sold.

WR Wealth Planners first reported a position in SU in Q3 2022 and held it in 1 quarter. The position peaked at $84 in Q3 2022. 590 funds tracked by Wall St. Rank hold SU as of Q4 2022.

WR Wealth Planners reported no remaining Suncor Energy position as of Q4 2022 after selling out during the quarter.
WR Wealth Planners sold 3 Suncor Energy shares in Q4 2022, an estimated $84.
WR Wealth Planners first reported a position in Suncor Energy in Q3 2022 and held it in 1 quarter.
WR Wealth Planners's Suncor Energy position peaked at $84 in Q3 2022.
590 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2022.

Based on WR Wealth Planners's 13F filing for Q4 2022, filed 10 Oct 2024.