JNBA Financial Advisors’s Suncor Energy SU Stock Holding History

JNBA Financial 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	-11	Closed	-$353	–	728
2023 Q4	$353	Hold	11	–	–	﹤0.01%	688
2023 Q3	$379	Buy	+11	New	+$353	﹤0.01%	712
2021 Q2	–	Sell	-851	Closed	-$18K	–	706
2021 Q1	$18K	Hold	851	–	–	﹤0.01%	397
2020 Q4	$14K	Hold	851	–	–	﹤0.01%	406
2020 Q3	$10K	Hold	851	–	–	﹤0.01%	419
2020 Q2	$14K	Buy	+851	New	+$14.5K	﹤0.01%	369
2016 Q4	–	Sell	-2,309	Closed	-$64K	–	1233
2016 Q3	$64K	Buy	+2,309	New	+$63.1K	0.01%	476
2014 Q4	–	Sell	-88	Closed	-$3K	–	586
2014 Q3	$3K	Buy	+88	New	+$3.53K	﹤0.01%	497

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

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

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

JNBA Financial Advisors's SU Position: Q1 2024 in Review

JNBA Financial Advisors sold out of Suncor Energy (SU) in Q1 2024, closing a stake of 11 shares — an estimated $353 sold.

JNBA Financial Advisors first reported a position in SU in Q3 2014 and held it in 8 quarters. The position peaked at $64K in Q3 2016. 599 funds tracked by Wall St. Rank hold SU as of Q1 2024.

JNBA Financial Advisors reported no remaining Suncor Energy position as of Q1 2024 after selling out during the quarter.
JNBA Financial Advisors sold 11 Suncor Energy shares in Q1 2024, an estimated $353.
JNBA Financial Advisors first reported a position in Suncor Energy in Q3 2014 and held it in 8 quarters.
JNBA Financial Advisors's Suncor Energy position peaked at $64K in Q3 2016.
599 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2024.

Based on JNBA Financial Advisors's 13F filing for Q1 2024, filed 26 Apr 2024.