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West Financial Advisors’s Suncor Energy SU Stock Holding History

West Financial 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
2025
Q2 		– Sell
-658
Closed -$25.5K – 209
2025
Q1 		$25.5K Hold
658
– – ﹤0.01% 127
2024
Q4 		$23.5K Hold
658
– – ﹤0.01% 129
2024
Q3 		$24.3K Buy
+658
New +$25.4K ﹤0.01% 119

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

West Financial Advisors's SU Position: Q2 2025 in Review

West Financial Advisors sold out of Suncor Energy (SU) in Q2 2025, closing a stake of 658 shares — an estimated $25.5K sold.

West Financial Advisors first reported a position in SU in Q3 2024 and held it in 3 quarters. The position peaked at $25.5K in Q1 2025. 643 funds tracked by Wall St. Rank hold SU as of Q2 2025.

  • West Financial Advisors reported no remaining Suncor Energy position as of Q2 2025 after selling out during the quarter.
  • West Financial Advisors sold 658 Suncor Energy shares in Q2 2025, an estimated $25.5K.
  • West Financial Advisors first reported a position in Suncor Energy in Q3 2024 and held it in 3 quarters.
  • West Financial Advisors's Suncor Energy position peaked at $25.5K in Q1 2025.
  • 643 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2025.

Based on West Financial Advisors's 13F filing for Q2 2025, filed 21 Jul 2025.