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Waldron Private Wealth’s Suncor Energy SU Stock Holding History

Waldron Private Wealth’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
Q4 		– Sell
-1,338
Closed -$49.4K – 485
2024
Q3 		$49.4K Buy
+1,338
New +$51.7K ﹤0.01% 441
2021
Q3 		– Sell
-19,188
Closed -$459K – 371
2021
Q2 		$459K Buy
+19,188
New +$440K 0.03% 221

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Waldron Private Wealth's SU Position: Q4 2024 in Review

Waldron Private Wealth sold out of Suncor Energy (SU) in Q4 2024, closing a stake of 1,338 shares — an estimated $49.4K sold.

Waldron Private Wealth first reported a position in SU in Q2 2021 and held it in 2 quarters. The position peaked at $459K in Q2 2021. 653 funds tracked by Wall St. Rank hold SU as of Q4 2024.

  • Waldron Private Wealth reported no remaining Suncor Energy position as of Q4 2024 after selling out during the quarter.
  • Waldron Private Wealth sold 1,338 Suncor Energy shares in Q4 2024, an estimated $49.4K.
  • Waldron Private Wealth first reported a position in Suncor Energy in Q2 2021 and held it in 2 quarters.
  • Waldron Private Wealth's Suncor Energy position peaked at $459K in Q2 2021.
  • 653 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2024.

Based on Waldron Private Wealth's 13F filing for Q4 2024, filed 24 Jan 2025.