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Suncor Energy shares owned by Milestone Investment Advisors

Quarter-by-quarter ownership of Suncor Energy (SU) shares owned by Milestone Investment Advisors from 13F filings

Historical chart of Milestone Investment Advisors investment in Suncor Energy

Tip: Access up to 7 years of quarterly data

All positions including Suncor Energy held by Milestone Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Suncor Energy by Milestone Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $21k 621 34.38
2023-03-31 $20k 641 31.05

More positions owned by Milestone Investment Advisors

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Growth Etf (VUG)
Fidelity Covington Trust High Divid Etf (FDVV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Pimco Etf Tr Enhancd Short (EMNT)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Esg Awre 1 5 Yr (SUSB)

View all positions for Milestone Investment Advisors

Top funds holding Suncor Energy

Royal Bank of Canada
Vanguard Group
Elliott Investment Management
Artisan Partners Limited Partnership
Dodge & Cox
TD Asset Management
Manufacturers Life Insurance Company
CIBC World Markets
Toronto-Dominion Bank
Invesco
Principal Financial Group
Goodman & Company, Investment Counsel
Fil
Fisher Investments
Arrowstreet Capital, Limited Partnership

View all funds holding Suncor Energy