Avion Wealth’s Suncor Energy SU Stock Holding History

Avion 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
2026 Q1	$1K	Hold	24	–	–	﹤0.01%	1144
2025 Q4	$1K	Hold	24	–	–	﹤0.01%	1132
2025 Q3	$1K	Hold	24	–	–	﹤0.01%	1106
2025 Q2	$0	Hold	24	–	–	﹤0.01%	1592
2025 Q1	$0	Buy	+24	New	+$916	﹤0.01%	1347
2024 Q4	–	Sell	-24	Closed	–	–	1270
2024 Q3	$0	Hold	24	–	–	﹤0.01%	1318
2024 Q2	$0	Hold	24	–	–	﹤0.01%	1239
2024 Q1	$1K	Hold	24	–	–	﹤0.01%	1084
2023 Q4	$1K	Hold	24	–	–	﹤0.01%	970
2023 Q3	$0	Hold	24	–	–	﹤0.01%	1182
2023 Q2	$0	Hold	24	–	–	﹤0.01%	1018
2023 Q1	$0	Buy	+24	New	+$781	﹤0.01%	763

Other funds holding SU

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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

Bank of Montreal

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

TD Asset Management

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

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return