Arete Wealth Advisors’s Suncor Energy SU Stock Holding History

Arete Wealth 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
2024 Q3	–	Sell	-6,512	Closed	-$248K	–	817
2024 Q2	$248K	Buy	+6,512	New	+$252K	0.02%	585
2022 Q4	–	Sell	-9,620	Closed	-$271K	–	702
2022 Q3	$271K	Buy	9,620 +5,893	+158%	+$186K	0.03%	431
2022 Q2	$316K	Sell	3,727 -6,220	-63%	-$226K	0.03%	326
2022 Q1	$324K	Buy	9,947 +1,714	+21%	+$50.9K	0.03%	359
2021 Q4	$210K	Buy	+8,233	New	+$201K	0.02%	466
2020 Q3	–	Sell	-13,189	Closed	-$222K	–	411
2020 Q2	$222K	Sell	13,189 -611	-4%	-$10.4K	0.04%	337
2020 Q1	$218K	Sell	13,800 -792	-5%	-$20.8K	0.04%	291
2019 Q4	$479K	Sell	14,592 -717	-5%	-$22.4K	0.08%	238
2019 Q3	$483K	Buy	15,309 +817	+6%	+$24.6K	0.09%	224
2019 Q2	$452K	Buy	14,492 +1,224	+9%	+$39.2K	0.09%	234
2019 Q1	$430K	Buy	13,268 +4,453	+51%	+$145K	0.09%	233
2018 Q4	$247K	Buy	+8,815	New	+$293K	0.06%	301

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Arete Wealth Advisors's SU Position: Q3 2024 in Review

Arete Wealth Advisors sold out of Suncor Energy (SU) in Q3 2024, closing a stake of 6,512 shares — an estimated $248K sold.

Arete Wealth Advisors first reported a position in SU in Q4 2018 and held it in 12 quarters. The position peaked at $483K in Q3 2019. 638 funds tracked by Wall St. Rank hold SU as of Q3 2024.

Arete Wealth Advisors reported no remaining Suncor Energy position as of Q3 2024 after selling out during the quarter.
Arete Wealth Advisors sold 6,512 Suncor Energy shares in Q3 2024, an estimated $248K.
Arete Wealth Advisors first reported a position in Suncor Energy in Q4 2018 and held it in 12 quarters.
Arete Wealth Advisors's Suncor Energy position peaked at $483K in Q3 2019.
638 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2024.

Based on Arete Wealth Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.