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 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

Drive Wealth Management's SU Position: Q1 2025 in Review

Drive Wealth Management sold out of Suncor Energy (SU) in Q1 2025, closing a stake of 6,108 shares — an estimated $218K sold.

Drive Wealth Management first reported a position in SU in Q1 2022 and held it in 11 quarters. The position peaked at $241K in Q2 2022. 661 funds tracked by Wall St. Rank hold SU as of Q1 2025.

Drive Wealth Management reported no remaining Suncor Energy position as of Q1 2025 after selling out during the quarter.
Drive Wealth Management sold 6,108 Suncor Energy shares in Q1 2025, an estimated $218K.
Drive Wealth Management first reported a position in Suncor Energy in Q1 2022 and held it in 11 quarters.
Drive Wealth Management's Suncor Energy position peaked at $241K in Q2 2022.
661 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2025.

Based on Drive Wealth Management's 13F filing for Q1 2025, filed 7 May 2025.