XS
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XR Securities’s Suncor Energy SU Stock Holding History

XR 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
-7,400
Closed -$235K – 550
2022
Q4 		$235K Buy
+7,400
New +$243K 0.02% 422
2022
Q3 		– Sell
-18,100
Closed -$124K – 454
2022
Q2 		$124K Buy
+18,100
New +$659K 0.04% 199
2022
Q1 		– Sell
-15,900
Closed -$23K – 505
2021
Q4 		$23K Buy
+15,900
New +$387K ﹤0.01% 363

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 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 $182B AUM 14.68% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

XR Securities's SU Position: Q2 2022 in Review

XR Securities sold out of Suncor Energy (SU) in Q2 2022, closing a stake of 8,060 shares — an estimated $293K sold.

XR Securities first reported a position in SU in Q1 2022 and held it in 1 quarter. The position peaked at $263K in Q1 2022. 578 funds tracked by Wall St. Rank hold SU as of Q2 2022.

  • XR Securities reported no remaining Suncor Energy position as of Q2 2022 after selling out during the quarter.
  • XR Securities sold 8,060 Suncor Energy shares in Q2 2022, an estimated $293K.
  • XR Securities first reported a position in Suncor Energy in Q1 2022 and held it in 1 quarter.
  • XR Securities's Suncor Energy position peaked at $263K in Q1 2022.
  • 578 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2022.

Based on XR Securities's 13F filing for Q2 2022, filed 14 Jul 2022.