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 $528B AUM 27.57% 1-Year Est. Return

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

Elliott Investment Management West Palm Beach, Florida $15.9B AUM 60.76% 1-Year Est. Return

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return