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

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

Sanders Capital

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

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

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

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

Bank of Montreal

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

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return

TD Asset Management

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

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return