Abound Wealth Management’s Suncor Energy SU Stock Holding History

Abound Wealth Management’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
2026 Q2	$6.04K	Hold	113	–	–	﹤0.01%	565
2026 Q1	$7.44K	Sell	113 -40	-26%	-$2.21K	﹤0.01%	628
2025 Q4	$6.79K	Sell	153 -13	-8%	-$549	﹤0.01%	594
2025 Q3	$6.94K	Buy	166 +116	+232%	+$4.65K	﹤0.01%	572
2025 Q2	$1.87K	Hold	50	–	–	﹤0.01%	755
2025 Q1	$1.94K	Hold	50	–	–	﹤0.01%	707
2024 Q4	$1.78K	Hold	50	–	–	﹤0.01%	684
2024 Q3	$1.85K	Buy	+50	New	+$1.93K	﹤0.01%	717

Other funds holding SU

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Cullen Investment Group Lafayette, Louisiana $827M AUM 29.64% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return