DWM
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Drive Wealth Management’s Suncor Energy SU Stock Holding History

Drive 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
2025
Q1 		– Sell
-6,108
Closed -$218K – 376
2024
Q4 		$218K Buy
6,108
+93
+2% +$3.58K 0.05% 291
2024
Q3 		$222K Buy
6,015
+2
+0% +$77 0.06% 269
2024
Q2 		$229K Sell
6,013
-98
-2% -$3.79K 0.06% 257
2024
Q1 		$226K Sell
6,111
-424
-6% -$14.3K 0.06% 273
2023
Q4 		$209K Buy
6,535
+65
+1% +$2.12K 0.07% 267
2023
Q3 		$222K Sell
6,470
-455
-7% -$14.6K 0.08% 224
2023
Q2 		$203K Buy
6,925
+169
+3% +$5.05K 0.08% 249
2023
Q1 		$210K Sell
6,756
-15
-0.2% -$488 0.09% 247
2022
Q4 		$215K Buy
+6,771
New +$223K 0.11% 204
2022
Q3 		– Sell
-6,871
Closed -$241K – 187
2022
Q2 		$241K Buy
6,871
+144
+2% +$5.24K 0.22% 129
2022
Q1 		$219K Buy
+6,727
New +$200K 0.18% 142

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return