Concord Wealth Partners’s Suncor Energy SU Stock Holding History

Concord Wealth Partners’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	–	Sell	-200	Closed	-$8.87K	–	714
2025 Q4	$8.87K	Hold	200	–	–	﹤0.01%	556
2025 Q3	$8.36K	Hold	200	–	–	﹤0.01%	559
2025 Q2	$7.49K	Hold	200	–	–	﹤0.01%	577
2025 Q1	$7.74K	Hold	200	–	–	﹤0.01%	537
2024 Q4	$7.14K	Hold	200	–	–	﹤0.01%	560
2024 Q3	$7.38K	Hold	200	–	–	﹤0.01%	586
2024 Q2	$7.62K	Hold	200	–	–	﹤0.01%	537
2024 Q1	$7.38K	Hold	200	–	–	﹤0.01%	603
2023 Q4	$6.41K	Sell	200 -84	-30%	-$2.74K	﹤0.01%	612
2023 Q3	$9.76K	Hold	284	–	–	﹤0.01%	621
2023 Q2	$8.33K	Buy	284 +27	+11%	+$807	﹤0.01%	631
2023 Q1	$7.98K	Hold	257	–	–	﹤0.01%	619
2022 Q4	$8.15K	Buy	+257	New	+$8.45K	﹤0.01%	664
2022 Q3	–	Sell	-367	Closed	-$13K	–	1023
2022 Q2	$13K	Sell	367 -1,114	-75%	-$40.6K	﹤0.01%	637
2022 Q1	$48K	Sell	1,481 -1,338	-47%	-$39.7K	0.01%	452
2021 Q4	$71K	Buy	2,819 +1,454	+107%	+$35.4K	0.02%	379
2021 Q3	$28K	Sell	1,365 -1,738	-56%	-$34.8K	0.01%	319
2021 Q2	$74K	Buy	3,103 +302	+11%	+$6.93K	0.02%	284
2021 Q1	$59K	Buy	+2,801	New	+$54.9K	0.02%	309

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