FinTrust Capital Advisors’s Suncor Energy SU Stock Holding History

FinTrust Capital 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 Q3	$11.9K	Hold	323	–	–	﹤0.01%	907
2024 Q2	$12.3K	Buy	+323	New	+$12.5K	﹤0.01%	864
2020 Q2	–	Sell	-270	Closed	-$4K	–	1156
2020 Q1	$4K	Buy	+270	New	+$7.08K	﹤0.01%	920
2019 Q4	–	Sell	-270	Closed	-$9K	–	1120
2019 Q3	$9K	Hold	270	–	–	﹤0.01%	785
2019 Q2	$8K	Sell	270 -270	-50%	-$8.64K	﹤0.01%	773
2019 Q1	$18K	Sell	540 -110	-17%	-$3.58K	0.01%	637
2018 Q4	$18K	Buy	+650	New	+$21.6K	0.01%	630

Other funds holding SU

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Sanders Capital

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

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

Elliott Investment Management West Palm Beach, Florida $15.9B AUM 60.76% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return