WTA
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Washington Trust Advisors’s Suncor Energy SU Stock Holding History

Washington Trust 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
2026
Q1 		$235K Hold
3,556
– – 0.02% 206
2025
Q4 		$158K Hold
3,556
– – 0.01% 243
2025
Q3 		$149K Sell
3,556
-1,530
-30% -$61.4K 0.01% 247
2025
Q2 		$190K Sell
5,086
-1,475
-22% -$53.3K 0.02% 205
2025
Q1 		$254K Sell
6,561
-800
-11% -$30.5K 0.02% 176
2024
Q4 		$263K Hold
7,361
– – 0.02% 173
2024
Q3 		$272K Sell
7,361
-144
-2% -$5.56K 0.02% 176
2024
Q2 		$286K Hold
7,505
– – 0.03% 163
2024
Q1 		$277K Hold
7,505
– – 0.03% 164
2023
Q4 		$240K Hold
7,505
– – 0.02% 175
2023
Q3 		$258K Sell
7,505
-100
-1% -$3.21K 0.03% 158
2023
Q2 		$223K Sell
7,605
-1,013
-12% -$30.3K 0.02% 175
2023
Q1 		$268K Hold
8,618
– – 0.03% 157
2022
Q4 		$273K Sell
8,618
-1,409
-14% -$46.3K 0.03% 154
2022
Q3 		$283K Hold
10,027
– – 0.03% 169
2022
Q2 		$352K Sell
10,027
-373
-4% -$13.6K 0.03% 153
2022
Q1 		$339K Sell
10,400
-2,212
-18% -$65.7K 0.02% 183
2021
Q4 		$315K Buy
+12,612
New +$307K 0.02% 204

Other funds holding SU

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