True Wealth Design’s Suncor Energy SU Stock Holding History

True Wealth Design’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
2026 Q1	$44.2K	Buy	668 +296	+80%	+$16.4K	0.01%	445
2025 Q4	$16.5K	Buy	372 +1	+0.3%	+$42	﹤0.01%	670
2025 Q3	$15.5K	Buy	371 +253	+214%	+$10.1K	﹤0.01%	699
2025 Q2	$4.42K	Sell	118 -6	-5%	-$217	﹤0.01%	858
2025 Q1	$4.8K	Sell	124 -1	-0.8%	-$38	﹤0.01%	697
2024 Q4	$4.46K	Buy	125 +23	+23%	+$885	﹤0.01%	555
2024 Q3	$3.77K	Sell	102 -1	-1%	-$39	﹤0.01%	635
2024 Q2	$3.92K	Buy	103 +25	+32%	+$966	﹤0.01%	297
2024 Q1	$2.88K	Buy	78 +36	+86%	+$1.21K	﹤0.01%	312
2023 Q4	$1.35K	Buy	42 +2	+5%	+$65	﹤0.01%	330
2023 Q3	$1.38K	Buy	40 +2	+5%	+$64	﹤0.01%	293
2023 Q2	$1.11K	Hold	38	–	–	﹤0.01%	316
2023 Q1	$1.18K	Hold	38	–	–	﹤0.01%	390
2022 Q4	$1.21K	Buy	+38	New	+$1.25K	﹤0.01%	324

Other funds holding SU

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Elliott Investment Management West Palm Beach, Florida $15.9B AUM 60.76% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return