Baker Tilly Wealth Management’s Suncor Energy SU Stock Holding History

Baker Tilly Wealth Management’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 Q1	–	Sell	-8,355	Closed	-$268K	–	466
2023 Q4	$268K	Sell	8,355 -261	-3%	-$8.52K	0.04%	404
2023 Q3	$296K	Sell	8,616 -6,579	-43%	-$211K	0.05%	370
2023 Q2	$446K	Sell	15,195 -243	-2%	-$7.27K	0.05%	368
2023 Q1	$479K	Buy	15,438 +1,840	+14%	+$59.8K	0.05%	345
2022 Q4	$431K	Buy	13,598 +1,837	+16%	+$60.4K	0.05%	359
2022 Q3	$331K	Sell	11,761 -561	-5%	-$17.7K	0.05%	394
2022 Q2	$432K	Sell	12,322 -309	-2%	-$11.3K	0.06%	343
2022 Q1	$412K	Buy	+12,631	New	+$375K	0.05%	385

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Baker Tilly Wealth Management's SU Position: Q1 2024 in Review

Baker Tilly Wealth Management sold out of Suncor Energy (SU) in Q1 2024, closing a stake of 8,355 shares — an estimated $268K sold.

Baker Tilly Wealth Management first reported a position in SU in Q1 2022 and held it in 8 quarters. The position peaked at $479K in Q1 2023. 598 funds tracked by Wall St. Rank hold SU as of Q1 2024.

Baker Tilly Wealth Management reported no remaining Suncor Energy position as of Q1 2024 after selling out during the quarter.
Baker Tilly Wealth Management sold 8,355 Suncor Energy shares in Q1 2024, an estimated $268K.
Baker Tilly Wealth Management first reported a position in Suncor Energy in Q1 2022 and held it in 8 quarters.
Baker Tilly Wealth Management's Suncor Energy position peaked at $479K in Q1 2023.
598 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.