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Cetera Advisors’s Suncor Energy SU Stock Holding History

Cetera 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
Q1 		$622K Buy
16,854
+8,641
+105% +$291K ﹤0.01% 1457
2023
Q4 		$263K Buy
8,213
+748
+10% +$24.4K ﹤0.01% 1499
2023
Q3 		$257K Buy
+7,465
New +$239K ﹤0.01% 1402
2017
Q4 		– Sell
-7,190
Closed -$256K – 839
2017
Q3 		$256K Sell
7,190
-1,989
-22% -$63.5K 0.02% 667
2017
Q2 		$267K Sell
9,179
-138
-1% -$4.24K 0.02% 637
2017
Q1 		$285K Buy
9,317
+4
+0% +$126 0.02% 592
2016
Q4 		$302K Buy
9,313
+2
+0% +$61 0.02% 522
2016
Q3 		$259K Sell
9,311
-11,738
-56% -$321K 0.02% 590
2016
Q2 		$585K Sell
21,049
-2,681
-11% -$73.5K 0.05% 382
2016
Q1 		$662K Sell
23,730
-3,540
-13% -$85.6K 0.06% 337
2015
Q4 		$705K Buy
27,270
+704
+3% +$19.4K 0.06% 335
2015
Q3 		$708K Buy
26,566
+6,626
+33% +$178K 0.07% 295
2015
Q2 		$550K Buy
19,940
+3,496
+21% +$106K 0.05% 366
2015
Q1 		$484K Buy
16,444
+70
+0.4% +$2.08K 0.04% 391
2014
Q4 		$521K Hold
16,374
– – 0.05% 363
2014
Q3 		$588K Buy
16,374
+113
+0.7% +$4.54K 0.04% 318
2014
Q2 		$695K Buy
+16,261
New +$633K 0.08% 288

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Sanders Capital
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Cetera Advisors's SU Position: Q1 2024 in Review

Cetera Advisors increased its Suncor Energy (SU) stake by 105% in Q1 2024, buying an estimated $291K and bringing the position to 16,854 shares worth $622K. The position accounts for ﹤0.01% of the portfolio, ranked #1457.

Cetera Advisors first reported a position in SU in Q2 2014 and has held it in 17 quarters since. The position peaked at $708K in Q3 2015. 598 funds tracked by Wall St. Rank hold SU as of Q1 2024.

  • Cetera Advisors held 16,854 shares of Suncor Energy worth $622K as of Q1 2024.
  • Cetera Advisors bought 8,641 Suncor Energy shares in Q1 2024, an estimated $291K.
  • Suncor Energy made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1457 holding.
  • Cetera Advisors first reported a position in Suncor Energy in Q2 2014 and has held it in 17 quarters since.
  • Cetera Advisors's Suncor Energy position peaked at $708K in Q3 2015.
  • 598 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.