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Pacific Capital Wealth Advisors’s Suncor Energy SU Stock Holding History

Pacific Capital 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
Q2 		– Sell
-64
Closed -$2.36K – 660
2024
Q1 		$2.36K Buy
+64
New +$2.15K ﹤0.01% 418

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

Pacific Capital Wealth Advisors's SU Position: Q2 2024 in Review

Pacific Capital Wealth Advisors sold out of Suncor Energy (SU) in Q2 2024, closing a stake of 64 shares — an estimated $2.36K sold.

Pacific Capital Wealth Advisors first reported a position in SU in Q1 2024 and held it in 1 quarter. The position peaked at $2.36K in Q1 2024. 635 funds tracked by Wall St. Rank hold SU as of Q2 2024.

  • Pacific Capital Wealth Advisors reported no remaining Suncor Energy position as of Q2 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 64 Suncor Energy shares in Q2 2024, an estimated $2.36K.
  • Pacific Capital Wealth Advisors first reported a position in Suncor Energy in Q1 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's Suncor Energy position peaked at $2.36K in Q1 2024.
  • 635 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.