Accel Wealth Management’s Manulife Financial MFC Stock Holding History

Accel Wealth Management’s Portfolio MFC Stock Details MFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-205	Closed	-$3.76K	–	583
2023 Q1	$3.76K	Hold	205	–	–	﹤0.01%	1038
2022 Q4	$3.66K	Hold	205	–	–	﹤0.01%	852
2022 Q3	$3K	Hold	205	–	–	﹤0.01%	901
2022 Q2	$3K	Hold	205	–	–	﹤0.01%	860
2022 Q1	$4K	Hold	205	–	–	﹤0.01%	830
2021 Q4	$4K	Hold	205	–	–	﹤0.01%	843
2021 Q3	$4K	Sell	205 -688	-77%	-$13.4K	﹤0.01%	769
2021 Q2	$18K	Hold	893	–	–	0.01%	575
2021 Q1	$19K	Hold	893	–	–	0.02%	526
2020 Q4	$16K	Buy	+893	New	+$14.3K	0.01%	542

Other funds holding MFC

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

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Accel Wealth Management's MFC Position: Q2 2023 in Review

Accel Wealth Management sold out of Manulife Financial (MFC) in Q2 2023, closing a stake of 205 shares — an estimated $3.76K sold.

Accel Wealth Management first reported a position in MFC in Q4 2020 and held it in 10 quarters. The position peaked at $19K in Q1 2021. 539 funds tracked by Wall St. Rank hold MFC as of Q2 2023.

Accel Wealth Management reported no remaining Manulife Financial position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 205 Manulife Financial shares in Q2 2023, an estimated $3.76K.
Accel Wealth Management first reported a position in Manulife Financial in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's Manulife Financial position peaked at $19K in Q1 2021.
539 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.