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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Wealth Alliance's SU Position: Q1 2024 in Review

Wealth Alliance sold out of Suncor Energy (SU) in Q1 2024, closing a stake of 12,828 shares — an estimated $411K sold.

Wealth Alliance first reported a position in SU in Q2 2022 and held it in 7 quarters. The position peaked at $456K in Q3 2023. 598 funds tracked by Wall St. Rank hold SU as of Q1 2024.

Wealth Alliance reported no remaining Suncor Energy position as of Q1 2024 after selling out during the quarter.
Wealth Alliance sold 12,828 Suncor Energy shares in Q1 2024, an estimated $411K.
Wealth Alliance first reported a position in Suncor Energy in Q2 2022 and held it in 7 quarters.
Wealth Alliance's Suncor Energy position peaked at $456K in Q3 2023.
598 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2024.

Based on Wealth Alliance's 13F filing for Q1 2024, filed 10 May 2024.