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Amplius Wealth Advisors’s Sun Life Financial SLF Stock Holding History

Amplius Wealth Advisors’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
2022
Q1 		– Sell
-3,149
Closed -$175K – 767
2021
Q4 		$175K Buy
+3,149
New +$174K 0.02% 198

Other funds holding SLF

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Amplius Wealth Advisors's SLF Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Sun Life Financial (SLF) in Q1 2022, closing a stake of 3,149 shares — an estimated $175K sold.

Amplius Wealth Advisors first reported a position in SLF in Q4 2021 and held it in 1 quarter. The position peaked at $175K in Q4 2021. 353 funds tracked by Wall St. Rank hold SLF as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining Sun Life Financial position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 3,149 Sun Life Financial shares in Q1 2022, an estimated $175K.
  • Amplius Wealth Advisors first reported a position in Sun Life Financial in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's Sun Life Financial position peaked at $175K in Q4 2021.
  • 353 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.