Coppell Advisory Solutions’s Suncor Energy SU Stock Holding History

Coppell Advisory Solutions’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
2025 Q1	–	Sell	-34	Closed	-$1.2K	–	1666
2024 Q4	$1.2K	Hold	34	–	–	﹤0.01%	1622
2024 Q3	$1.25K	Sell	34 -70	-67%	-$2.7K	﹤0.01%	1537
2024 Q2	$3.96K	Buy	+104	New	+$4.02K	﹤0.01%	1251
2023 Q4	$1.09K	Buy	+34	New	+$1.11K	﹤0.01%	1398
2023 Q3	–	Sell	-85	Closed	-$2.48K	–	1521
2023 Q2	$2.48K	Buy	+85	New	+$2.54K	﹤0.01%	982

Other funds holding SU

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

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

EIM

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Coppell Advisory Solutions's SU Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Suncor Energy (SU) in Q1 2025, closing a stake of 34 shares — an estimated $1.2K sold.

Coppell Advisory Solutions first reported a position in SU in Q2 2023 and held it in 5 quarters. The position peaked at $3.96K in Q2 2024. 660 funds tracked by Wall St. Rank hold SU as of Q1 2025.

Coppell Advisory Solutions reported no remaining Suncor Energy position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 34 Suncor Energy shares in Q1 2025, an estimated $1.2K.
Coppell Advisory Solutions first reported a position in Suncor Energy in Q2 2023 and held it in 5 quarters.
Coppell Advisory Solutions's Suncor Energy position peaked at $3.96K in Q2 2024.
660 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.