J.W. Cole Advisors’s Suncor Energy SU Stock Holding History

J.W. Cole 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
2025 Q1	–	Sell	-6,624	Closed	-$236K	–	1346
2024 Q4	$236K	Buy	+6,624	New	+$255K	0.01%	850

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $20.1B AUM 60.76% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

J.W. Cole Advisors's SU Position: Q1 2025 in Review

J.W. Cole Advisors sold out of Suncor Energy (SU) in Q1 2025, closing a stake of 6,624 shares — an estimated $236K sold.

J.W. Cole Advisors first reported a position in SU in Q4 2024 and held it in 1 quarter. The position peaked at $236K in Q4 2024. 658 funds tracked by Wall St. Rank hold SU as of Q1 2025.

J.W. Cole Advisors reported no remaining Suncor Energy position as of Q1 2025 after selling out during the quarter.
J.W. Cole Advisors sold 6,624 Suncor Energy shares in Q1 2025, an estimated $236K.
J.W. Cole Advisors first reported a position in Suncor Energy in Q4 2024 and held it in 1 quarter.
J.W. Cole Advisors's Suncor Energy position peaked at $236K in Q4 2024.
658 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2025.

Based on J.W. Cole Advisors's 13F filing for Q1 2025, filed 5 May 2025.