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Toth Financial Advisory’s Suncor Energy SU Stock Holding History

Toth Financial Advisory’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
2025
Q2 		– Sell
-201
Closed -$7.78K – 793
2025
Q1 		$7.78K Hold
201
– – ﹤0.01% 484
2024
Q4 		$7.17K Hold
201
– – ﹤0.01% 480
2024
Q3 		$7.42K Hold
201
– – ﹤0.01% 482
2024
Q2 		$7.66K Hold
201
– – ﹤0.01% 484
2024
Q1 		$7.42K Hold
201
– – ﹤0.01% 483
2023
Q4 		$6.44K Hold
201
– – ﹤0.01% 501
2023
Q3 		$6.91K Sell
201
-150
-43% -$4.81K ﹤0.01% 481
2023
Q2 		$10.3K Sell
351
-750
-68% -$22.4K ﹤0.01% 462
2023
Q1 		$34.2K Buy
1,101
+101
+10% +$3.29K 0.01% 317
2022
Q4 		$31.7K Buy
1,000
+300
+43% +$9.86K 0.01% 334
2022
Q3 		$20K Sell
700
-300
-30% -$9.48K ﹤0.01% 378
2022
Q2 		$35K Buy
1,000
+800
+400% +$29.1K 0.01% 311
2022
Q1 		$7K Buy
200
+100
+100% +$2.97K ﹤0.01% 510
2021
Q4 		$3K Hold
100
– – ﹤0.01% 621
2021
Q3 		$2K Hold
100
– – ﹤0.01% 673
2021
Q2 		$2K Hold
100
– – ﹤0.01% 614
2021
Q1 		$2K Hold
100
– – ﹤0.01% 613
2020
Q4 		$2K Buy
+100
New +$1.47K ﹤0.01% 550

Other funds holding SU

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $15.9B AUM 60.76% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 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 $123B AUM 34.51% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return