VisionPoint Advisory Group’s Suncor Energy SU Stock Holding History

VisionPoint Advisory Group’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 Q2	$638K	Buy	+11,881	New	+$752K	0.1%	216
2024 Q3	–	Sell	-27	Closed	-$1.03K	–	716
2024 Q2	$1.03K	Sell	27 -26	-49%	-$1K	﹤0.01%	718
2024 Q1	$1.96K	Hold	53	–	–	﹤0.01%	684
2023 Q4	$1.7K	Sell	53 -73	-58%	-$2.38K	﹤0.01%	646
2023 Q3	$4.33K	Sell	126 -27	-18%	-$866	﹤0.01%	514
2023 Q2	$4.49K	Buy	+153	New	+$4.58K	﹤0.01%	456

Other funds holding SU

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Pacifica Partners Surrey, Canada $332M AUM 59.28% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return