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Old Point Trust & Financial Services N A’s Suncor Energy SU Stock Holding History

Old Point Trust & Financial Services N A’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
Q2 		– Sell
-269
Closed -$9.93K – 513
2024
Q1 		$9.93K Buy
+269
New +$9.05K ﹤0.01% 285

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EIM
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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Old Point Trust & Financial Services N A's SU Position: Q2 2024 in Review

Old Point Trust & Financial Services N A sold out of Suncor Energy (SU) in Q2 2024, closing a stake of 269 shares — an estimated $9.93K sold.

Old Point Trust & Financial Services N A first reported a position in SU in Q1 2024 and held it in 1 quarter. The position peaked at $9.93K in Q1 2024. 635 funds tracked by Wall St. Rank hold SU as of Q2 2024.

  • Old Point Trust & Financial Services N A reported no remaining Suncor Energy position as of Q2 2024 after selling out during the quarter.
  • Old Point Trust & Financial Services N A sold 269 Suncor Energy shares in Q2 2024, an estimated $9.93K.
  • Old Point Trust & Financial Services N A first reported a position in Suncor Energy in Q1 2024 and held it in 1 quarter.
  • Old Point Trust & Financial Services N A's Suncor Energy position peaked at $9.93K in Q1 2024.
  • 635 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2024.

Based on Old Point Trust & Financial Services N A's 13F filing for Q2 2024, filed 13 Aug 2024.