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

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

FinTrust Capital Advisors's SU Position: Q3 2024 in Review

FinTrust Capital Advisors held its Suncor Energy (SU) position steady in Q3 2024 at 323 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #907.

FinTrust Capital Advisors first reported a position in SU in Q4 2018 and has held it in 7 quarters since. The position peaked at $18K in Q1 2019. 638 funds tracked by Wall St. Rank hold SU as of Q3 2024.

FinTrust Capital Advisors held 323 shares of Suncor Energy worth $11.9K as of Q3 2024.
FinTrust Capital Advisors left its Suncor Energy share count unchanged in Q3 2024.
Suncor Energy made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #907 holding.
FinTrust Capital Advisors first reported a position in Suncor Energy in Q4 2018 and has held it in 7 quarters since.
FinTrust Capital Advisors's Suncor Energy position peaked at $18K in Q1 2019.
638 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.