Golden State Wealth Management’s Suncor Energy SU Stock Holding History

Golden State 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
2026 Q1	$70.3K	Buy	1,063 +2	+0.2%	+$111	0.01%	596
2025 Q4	$47.1K	Buy	1,061 +3	+0.3%	+$127	0.01%	708
2025 Q3	$44.2K	Hold	1,058	–	–	﹤0.01%	706
2025 Q2	$39.6K	Sell	1,058 -36	-3%	-$1.3K	﹤0.01%	700
2025 Q1	$42.4K	Hold	1,094	–	–	0.01%	628
2024 Q4	$39K	Buy	+1,094	New	+$42.1K	0.01%	626
2020 Q2	–	Sell	-600	Closed	-$9K	–	815
2020 Q1	$9K	Buy	+600	New	+$15.7K	﹤0.01%	646
2019 Q4	–	Sell	-810	Closed	-$26K	–	823
2019 Q3	$26K	Buy	810 +293	+57%	+$8.81K	0.01%	569
2019 Q2	$16K	Sell	517 -180	-26%	-$5.76K	0.01%	661
2019 Q1	$23K	Buy	+697	New	+$22.7K	0.01%	595

Other funds holding SU

Royal Bank of Canada

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

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

Bank of Montreal

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

TD Asset Management

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

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return