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AE Wealth Management’s Sun Life Financial SLF Stock Holding History

AE Wealth Management’s Portfolio SLF Stock Details SLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-48,732
Closed -$2.5M – 1852
2023
Q4 		$2.5M Buy
48,732
+6,152
+14% +$303K 0.01% 830
2023
Q3 		$2.08M Buy
42,580
+116
+0.3% +$5.82K 0.01% 840
2023
Q2 		$2.21M Buy
42,464
+5,162
+14% +$254K 0.01% 813
2023
Q1 		$1.74M Buy
37,302
+9,693
+35% +$467K 0.01% 849
2022
Q4 		$1.28M Buy
27,609
+10,796
+64% +$478K 0.01% 895
2022
Q3 		$668K Buy
16,813
+641
+4% +$28.7K 0.01% 1103
2022
Q2 		$741K Buy
16,172
+1,205
+8% +$60K 0.01% 1000
2022
Q1 		$836K Buy
14,967
+938
+7% +$51.7K 0.01% 981
2021
Q4 		$781K Buy
14,029
+838
+6% +$46.3K 0.01% 1048
2021
Q3 		$679K Buy
13,191
+1,170
+10% +$60.2K 0.01% 1023
2021
Q2 		$620K Sell
12,021
-95
-0.8% -$5.02K 0.01% 1057
2021
Q1 		$612K Buy
12,116
+1,242
+11% +$60.8K 0.01% 939
2020
Q4 		$483K Sell
10,874
-242
-2% -$10.5K 0.01% 977
2020
Q3 		$453K Buy
11,116
+52
+0.5% +$2.1K 0.01% 910
2020
Q2 		$407K Buy
11,064
+4,640
+72% +$159K 0.01% 940
2020
Q1 		$206K Buy
6,424
+246
+4% +$10.5K ﹤0.01% 1001
2019
Q4 		$282K Buy
6,178
+639
+12% +$28.7K 0.01% 923
2019
Q3 		$248K Buy
5,539
+86
+2% +$3.59K 0.01% 853
2019
Q2 		$226K Buy
+5,453
New +$219K 0.01% 860
2018
Q4 		– Sell
-5,661
Closed -$225K – 585
2018
Q3 		$225K Buy
+5,661
New +$227K 0.01% 529

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

AE Wealth Management's SLF Position: Q1 2024 in Review

AE Wealth Management sold out of Sun Life Financial (SLF) in Q1 2024, closing a stake of 48,732 shares — an estimated $2.5M sold.

AE Wealth Management first reported a position in SLF in Q3 2018 and held it in 20 quarters. The position peaked at $2.5M in Q4 2023. 422 funds tracked by Wall St. Rank hold SLF as of Q1 2024.

  • AE Wealth Management reported no remaining Sun Life Financial position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 48,732 Sun Life Financial shares in Q1 2024, an estimated $2.5M.
  • AE Wealth Management first reported a position in Sun Life Financial in Q3 2018 and held it in 20 quarters.
  • AE Wealth Management's Sun Life Financial position peaked at $2.5M in Q4 2023.
  • 422 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.