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Avantra Family Wealth’s Suncor Energy SU Stock Holding History

Avantra Family Wealth’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
Q1 		– Sell
-10,085
Closed -$360K – 165
2024
Q4 		$360K Buy
+10,085
New +$388K 0.34% 106

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $20.1B AUM 60.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Avantra Family Wealth's SU Position: Q1 2025 in Review

Avantra Family Wealth sold out of Suncor Energy (SU) in Q1 2025, closing a stake of 10,085 shares — an estimated $360K sold.

Avantra Family Wealth first reported a position in SU in Q4 2024 and held it in 1 quarter. The position peaked at $360K in Q4 2024. 658 funds tracked by Wall St. Rank hold SU as of Q1 2025.

  • Avantra Family Wealth reported no remaining Suncor Energy position as of Q1 2025 after selling out during the quarter.
  • Avantra Family Wealth sold 10,085 Suncor Energy shares in Q1 2025, an estimated $360K.
  • Avantra Family Wealth first reported a position in Suncor Energy in Q4 2024 and held it in 1 quarter.
  • Avantra Family Wealth's Suncor Energy position peaked at $360K in Q4 2024.
  • 658 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2025.

Based on Avantra Family Wealth's 13F filing for Q1 2025, filed 22 Apr 2025.