IWA
SU icon

Icon Wealth Advisors’s Suncor Energy SU Stock Holding History

Icon Wealth 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
Q1 		– Sell
-6,104
Closed -$196K – 476
2023
Q4 		$196K Buy
+6,104
New +$199K 0.02% 324
2022
Q4 		$204K Buy
6,415
+885
+16% +$29.1K 0.02% 310
2022
Q3 		$156K Buy
+5,530
New +$175K 0.02% 327

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Icon Wealth Advisors's SU Position: Q1 2024 in Review

Icon Wealth Advisors sold out of Suncor Energy (SU) in Q1 2024, closing a stake of 6,104 shares — an estimated $196K sold.

Icon Wealth Advisors first reported a position in SU in Q3 2022 and held it in 3 quarters. The position peaked at $204K in Q4 2022. 598 funds tracked by Wall St. Rank hold SU as of Q1 2024.

  • Icon Wealth Advisors reported no remaining Suncor Energy position as of Q1 2024 after selling out during the quarter.
  • Icon Wealth Advisors sold 6,104 Suncor Energy shares in Q1 2024, an estimated $196K.
  • Icon Wealth Advisors first reported a position in Suncor Energy in Q3 2022 and held it in 3 quarters.
  • Icon Wealth Advisors's Suncor Energy position peaked at $204K in Q4 2022.
  • 598 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2024.

Based on Icon Wealth Advisors's 13F filing for Q1 2024, filed 15 May 2024.