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Atria Wealth Solutions’s Suncor Energy SU Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$244K Sell
6,523
-6,472
-50% -$234K 0.01% 1267
2025
Q1 		$503K Sell
12,995
-6,736
-34% -$257K 0.01% 1200
2024
Q4 		$704K Buy
19,731
+12,002
+155% +$462K 0.01% 1072
2024
Q3 		$285K Buy
7,729
+9
+0.1% +$348 ﹤0.01% 1546
2024
Q2 		$294K Sell
7,720
-6,838
-47% -$264K ﹤0.01% 1519
2024
Q1 		$537K Buy
14,558
+7,098
+95% +$239K 0.01% 1225
2023
Q4 		$239K Sell
7,460
-471
-6% -$15.4K ﹤0.01% 1664
2023
Q3 		$273K Sell
7,931
-2,996
-27% -$96.1K ﹤0.01% 1474
2023
Q2 		$320K Sell
10,927
-98
-0.9% -$2.93K ﹤0.01% 1396
2023
Q1 		$342K Buy
11,025
+318
+3% +$10.3K 0.01% 1339
2022
Q4 		$340K Sell
10,707
-17
-0.2% -$559 0.01% 1289
2022
Q3 		$302K Buy
+10,724
New +$339K 0.01% 1294
2022
Q2 		– Sell
-28,986
Closed -$945K – 1877
2022
Q1 		$945K Buy
+28,986
New +$860K 0.02% 760

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Atria Wealth Solutions's SU Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Suncor Energy (SU) stake by 50% in Q2 2025, selling an estimated $234K and leaving 6,523 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #1267.

Atria Wealth Solutions first reported a position in SU in Q1 2022 and has held it in 13 quarters since. The position peaked at $945K in Q1 2022. 644 funds tracked by Wall St. Rank hold SU as of Q2 2025.

  • Atria Wealth Solutions held 6,523 shares of Suncor Energy worth $244K as of Q2 2025.
  • Atria Wealth Solutions sold 6,472 Suncor Energy shares in Q2 2025, an estimated $234K.
  • Suncor Energy made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1267 holding.
  • Atria Wealth Solutions first reported a position in Suncor Energy in Q1 2022 and has held it in 13 quarters since.
  • Atria Wealth Solutions's Suncor Energy position peaked at $945K in Q1 2022.
  • 644 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.