Wealth Alliance’s Suncor Energy SU Stock Holding History

Wealth Alliance’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 Q1	–	Sell	-12,828	Closed	-$411K	–	533
2023 Q4	$411K	Sell	12,828 -439	-3%	-$14.3K	0.06%	295
2023 Q3	$456K	Buy	13,267 +4,092	+45%	+$131K	0.07%	247
2023 Q2	$269K	Sell	9,175 -2,603	-22%	-$77.8K	0.04%	410
2023 Q1	$366K	Buy	11,778 +3,763	+47%	+$122K	0.06%	307
2022 Q4	$254K	Sell	8,015 -63	-0.8%	-$2.07K	0.05%	392
2022 Q3	$227K	Buy	8,078 +1,114	+16%	+$35.2K	0.04%	393
2022 Q2	$244K	Buy	+6,964	New	+$254K	0.05%	381

Other funds holding SU

Royal Bank of Canada

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

Sanders Capital

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

TD Asset Management

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

Artisan Partners

Artisan Partners Milwaukee, Wisconsin $61.3B 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