OWA
SU icon

Opal Wealth Advisors’s Suncor Energy SU Stock Holding History

Opal 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
Q3 		– Sell
-21
Closed -$801 – 1042
2024
Q2 		$801 Buy
+21
New +$811 ﹤0.01% 1104

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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

Opal Wealth Advisors's SU Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Suncor Energy (SU) in Q3 2024, closing a stake of 21 shares — an estimated $801 sold.

Opal Wealth Advisors first reported a position in SU in Q2 2024 and held it in 1 quarter. The position peaked at $801 in Q2 2024. 638 funds tracked by Wall St. Rank hold SU as of Q3 2024.

  • Opal Wealth Advisors reported no remaining Suncor Energy position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 21 Suncor Energy shares in Q3 2024, an estimated $801.
  • Opal Wealth Advisors first reported a position in Suncor Energy in Q2 2024 and held it in 1 quarter.
  • Opal Wealth Advisors's Suncor Energy position peaked at $801 in Q2 2024.
  • 638 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.