BRWA
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B. Riley Wealth Advisors’s Suncor Energy SU Stock Holding History

B. Riley 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
-5,736
Closed -$219K – 1427
2024
Q2 		$219K Sell
5,736
-3,672
-39% -$142K 0.01% 1185
2024
Q1 		$323K Buy
9,408
+2,693
+40% +$90.6K 0.01% 1010
2023
Q4 		$215K Sell
6,715
-2,693
-29% -$87.9K 0.01% 1219
2023
Q3 		$323K Buy
+9,408
New +$302K 0.01% 1010
2022
Q4 		– Sell
-16,813
Closed -$474K – 1585
2022
Q3 		$474K Buy
16,813
+2,671
+19% +$84.4K 0.01% 779
2022
Q2 		$497K Buy
14,142
+781
+6% +$28.4K 0.02% 661
2022
Q1 		$436K Buy
13,361
+3,940
+42% +$117K 0.01% 823
2021
Q4 		$236K Buy
+9,421
New +$229K 0.01% 1195
2021
Q2 		– Sell
-9,575
Closed -$202K – 1459
2021
Q1 		$202K Buy
+9,575
New +$188K 0.01% 1195
2015
Q1 		– Sell
-1,919
Closed -$61 – 1812
2014
Q4 		$61 Buy
+1,919
New +$63.5K ﹤0.01% 1991
2014
Q3 		– Sell
-4,254
Closed -$181K – 1733
2014
Q2 		$181K Hold
4,254
– – 0.04% 487
2014
Q1 		$149K Buy
4,254
+1,154
+37% +$38.4K 0.05% 490
2013
Q4 		$109K Sell
3,100
-200
-6% -$7.03K 0.03% 534
2013
Q3 		$118K Buy
3,300
+300
+10% +$9.98K 0.04% 500
2013
Q2 		$88K Buy
+3,000
New +$90.4K 0.03% 579

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 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 $15.9B AUM 60.76% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Dodge & Cox
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return