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Raymond James Financial Services Advisors’s Suncor Energy SU Stock Holding History

Raymond James Financial Services 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 		$934K Buy
25,306
+1,113
+5% +$43K ﹤0.01% 2208
2024
Q2 		$922K Sell
24,193
-548
-2% -$21.2K ﹤0.01% 2136
2024
Q1 		$913K Buy
24,741
+671
+3% +$22.6K ﹤0.01% 2130
2023
Q4 		$771K Sell
24,070
-2,797
-10% -$91.3K ﹤0.01% 2134
2023
Q3 		$924K Sell
26,867
-11,346
-30% -$364K ﹤0.01% 1956
2023
Q2 		$1.12M Sell
38,213
-28,787
-43% -$861K ﹤0.01% 1861
2023
Q1 		$2.08M Sell
67,000
-52,369
-44% -$1.7M ﹤0.01% 1470
2022
Q4 		$3.79M Sell
119,369
-146
-0.1% -$4.8K 0.01% 1103
2022
Q3 		$3.36M Buy
119,515
+5,098
+4% +$161K 0.01% 1134
2022
Q2 		$4.01M Buy
114,417
+7,521
+7% +$274K 0.01% 1028
2022
Q1 		$3.48M Buy
106,896
+54,759
+105% +$1.63M 0.01% 1195
2021
Q4 		$1.31M Sell
52,137
-1,935
-4% -$47.1K ﹤0.01% 1807
2021
Q3 		$1.12M Sell
54,072
-4,104
-7% -$82.1K ﹤0.01% 1876
2021
Q2 		$1.39M Buy
58,176
+1,940
+3% +$44.5K ﹤0.01% 1717
2021
Q1 		$1.18M Buy
56,236
+2,786
+5% +$54.6K ﹤0.01% 1733
2020
Q4 		$896K Sell
53,450
-5,715
-10% -$84K ﹤0.01% 1762
2020
Q3 		$722K Sell
59,165
-3,720
-6% -$58.2K ﹤0.01% 1749
2020
Q2 		$1.06M Buy
+62,885
New +$1.08M ﹤0.01% 1457
2020
Q1 		– Sell
-104,039
Closed -$3.4M – 2813
2019
Q4 		$3.4M Buy
104,039
+13,211
+15% +$412K 0.01% 892
2019
Q3 		$2.87M Sell
90,828
-8,691
-9% -$261K 0.01% 922
2019
Q2 		$3.1M Buy
99,519
+4,888
+5% +$156K 0.01% 883
2019
Q1 		$3.07M Buy
94,631
+26,997
+40% +$879K 0.01% 856
2018
Q4 		$1.89M Buy
67,634
+8,748
+15% +$291K 0.01% 929
2018
Q3 		$2.28M Sell
58,886
-12,561
-18% -$508K 0.01% 1001
2018
Q2 		$2.91M Buy
71,447
+13,424
+23% +$523K 0.01% 837
2018
Q1 		$2M Buy
58,023
+15,587
+37% +$543K 0.01% 927
2017
Q4 		$1.56M Buy
42,436
+915
+2% +$31.8K 0.01% 1026
2017
Q3 		$1.46M Buy
41,521
+14,041
+51% +$448K 0.01% 1079
2017
Q2 		$802K Sell
27,480
-7,831
-22% -$241K 0.01% 1401
2017
Q1 		$1.08M Sell
35,311
-1,004
-3% -$31.6K 0.01% 1133
2016
Q4 		$1.19M Sell
36,315
-1,656
-4% -$50.8K 0.01% 1021
2016
Q3 		$1.05M Buy
37,971
+2,107
+6% +$57.5K 0.01% 1059
2016
Q2 		$992K Sell
35,864
-2,275
-6% -$62.4K 0.01% 1046
2016
Q1 		$1.06M Buy
38,139
+9,095
+31% +$220K 0.01% 868
2015
Q4 		$749K Buy
29,044
+7,881
+37% +$218K 0.01% 1030
2015
Q3 		$567K Buy
+21,163
New +$568K 0.01% 1000
2013
Q3 		– Sell
-21,058
Closed -$618K – 894
2013
Q2 		$618K Buy
+21,058
New +$634K 0.02% 793

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 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 $20.1B AUM 60.76% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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 $269B AUM 31.4% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Raymond James Financial Services Advisors's SU Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Suncor Energy (SU) stake by 4.6% in Q3 2024, buying an estimated $43K and bringing the position to 25,306 shares worth $934K. The position accounts for ﹤0.01% of the portfolio, ranked #2208.

Raymond James Financial Services Advisors first reported a position in SU in Q2 2013 and has held it in 37 quarters since. The position peaked at $4.01M in Q2 2022. 638 funds tracked by Wall St. Rank hold SU as of Q3 2024.

  • Raymond James Financial Services Advisors held 25,306 shares of Suncor Energy worth $934K as of Q3 2024.
  • Raymond James Financial Services Advisors bought 1,113 Suncor Energy shares in Q3 2024, an estimated $43K.
  • Suncor Energy made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2208 holding.
  • Raymond James Financial Services Advisors first reported a position in Suncor Energy in Q2 2013 and has held it in 37 quarters since.
  • Raymond James Financial Services Advisors's Suncor Energy position peaked at $4.01M in Q2 2022.
  • 638 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.