Atlas Private Wealth Management’s Manulife Financial MFC Stock Holding History

Atlas Private 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
2021 Q2	–	Sell	-642	Closed	-$14K	–	266
2021 Q1	$14K	Hold	642	–	–	0.01%	282
2020 Q4	$11K	Hold	642	–	–	0.01%	303
2020 Q3	$9K	Sell	642 -172	-21%	-$2.46K	0.01%	320
2020 Q2	$11K	Sell	814 -60	-7%	-$755	0.01%	319
2020 Q1	$11K	Hold	874	–	–	0.01%	305
2019 Q4	$18K	Buy	+874	New	+$16.7K	0.01%	301

Other funds holding MFC

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

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

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

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Atlas Private Wealth Management's MFC Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Manulife Financial (MFC) in Q2 2021, closing a stake of 642 shares — an estimated $14K sold.

Atlas Private Wealth Management first reported a position in MFC in Q4 2019 and held it in 6 quarters. The position peaked at $18K in Q4 2019. 466 funds tracked by Wall St. Rank hold MFC as of Q2 2021.

Atlas Private Wealth Management reported no remaining Manulife Financial position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 642 Manulife Financial shares in Q2 2021, an estimated $14K.
Atlas Private Wealth Management first reported a position in Manulife Financial in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's Manulife Financial position peaked at $18K in Q4 2019.
466 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.