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GeoWealth Management’s Suncor Energy SU Stock Holding History

GeoWealth 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
-556
Closed -$19.8K – 1719
2024
Q4 		$19.8K Buy
556
+233
+72% +$8.96K ﹤0.01% 1379
2024
Q3 		$11.9K Buy
+323
New +$12.5K ﹤0.01% 1350

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B 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 $20.1B 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 $61.3B 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 $269B AUM 31.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

GeoWealth Management's SU Position: Q1 2025 in Review

GeoWealth Management sold out of Suncor Energy (SU) in Q1 2025, closing a stake of 556 shares — an estimated $19.8K sold.

GeoWealth Management first reported a position in SU in Q3 2024 and held it in 2 quarters. The position peaked at $19.8K in Q4 2024. 658 funds tracked by Wall St. Rank hold SU as of Q1 2025.

  • GeoWealth Management reported no remaining Suncor Energy position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 556 Suncor Energy shares in Q1 2025, an estimated $19.8K.
  • GeoWealth Management first reported a position in Suncor Energy in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's Suncor Energy position peaked at $19.8K in Q4 2024.
  • 658 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.