Exencial Wealth Advisors, LLC Suncor Energy Inc Transaction History

Exencial Wealth Advisors, LLC

  • $2.72 Billion
  • Q3 2024

A detailed history of Exencial Wealth Advisors, LLC transactions in Suncor Energy Inc stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 85,745 shares of SU stock, worth $3.39 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
85,745
Previous 90,461 5.21%
Holding current value
$3.39 Million
Previous $3.45 Million 8.15%
% of portfolio
0.12%
Previous 0.13%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
SELL
$36.06 - $41.7 $170,058 - $196,657
-4,716 Reduced 5.21%
85,745 $3.17 Million
Q2 2024

Aug 12, 2024
SELL
$36.37 - $41.05 $365,336 - $412,347
-10,045 Reduced 9.99%
90,461 $3.45 Million
Q1 2024

May 10, 2024
SELL
$31.44 - $36.91 $150,503 - $176,688
-4,787 Reduced 4.55%
100,506 $3.71 Million
Q4 2023

Feb 13, 2024
SELL
$29.59 - $34.53 $477,582 - $557,314
-16,140 Reduced 13.29%
105,293 $3.37 Million
Q3 2023

Nov 08, 2023
SELL
$28.43 - $35.22 $377,777 - $468,003
-13,288 Reduced 9.86%
121,433 $4.17 Million
Q2 2023

Aug 10, 2023
BUY
$28.0 - $33.02 $468,020 - $551,929
16,715 Added 14.16%
134,721 $3.95 Million
Q1 2023

May 02, 2023
SELL
$28.77 - $35.3 $346,246 - $424,835
-12,035 Reduced 9.25%
118,006 $3.66 Million
Q4 2022

Feb 14, 2023
SELL
$29.59 - $37.02 $158,927 - $198,834
-5,371 Reduced 3.97%
130,041 $4.13 Million
Q3 2022

Nov 08, 2022
SELL
$26.65 - $35.57 $235,506 - $314,332
-8,837 Reduced 6.13%
135,412 $3.81 Million
Q2 2022

Aug 11, 2022
BUY
$31.26 - $42.49 $5,032 - $6,840
161 Added 0.11%
144,249 $5.06 Million
Q1 2022

May 12, 2022
SELL
$25.7 - $34.05 $3.67 Million - $4.86 Million
-142,709 Reduced 49.76%
144,088 $4.7 Million
Q4 2021

Feb 10, 2022
BUY
$20.96 - $26.72 $369,608 - $471,180
17,634 Added 6.55%
286,797 $7.18 Million
Q3 2021

Nov 04, 2021
BUY
$17.5 - $24.39 $148,592 - $207,095
8,491 Added 3.26%
269,163 $5.58 Million
Q2 2021

Aug 16, 2021
BUY
$20.03 - $25.67 $235,092 - $301,288
11,737 Added 4.71%
260,672 $6.25 Million
Q1 2021

May 06, 2021
BUY
$16.72 - $23.53 $158,823 - $223,511
9,499 Added 3.97%
248,935 $5.2 Million
Q4 2020

Feb 11, 2021
SELL
$11.28 - $18.78 $2.92 Million - $4.86 Million
-258,648 Reduced 51.93%
239,436 $4.02 Million
Q3 2020

Nov 13, 2020
BUY
$12.23 - $18.18 $3.15 Million - $4.69 Million
257,725 Added 107.23%
498,084 $6.09 Million
Q2 2020

Aug 17, 2020
BUY
$14.31 - $21.28 $3.44 Million - $5.11 Million
240,359 New
240,359 $4.05 Million

Others Institutions Holding SU

# of Institutions
738
Shares Held
845M
Call Options Held
8M
Put Options Held
7.29M
View Full List

About SUNCOR ENERGY INC

SU Quotes by TradingView
  • Ticker SU
  • Exchange NYSE
  • Sector Energy
  • Industry Oil & Gas Integrated
  • Shares Outstandng 1,364,690,048
  • Market Cap $54B
  • Description
  • Suncor Energy Inc. operates as an integrated energy company. The company primarily focuses on developing petroleum resource basins in Canada's Athabasca oil sands; explores, acquires, develops, produces, transports, refines, and markets crude oil in Canada and internationally; markets petroleum and petrochemical products under the Petro-Canada n...
More about SU
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