AWE
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Avidian Wealth Enterprises’s Manulife Financial MFC Stock Holding History

Avidian Wealth Enterprises’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
2022
Q1 		– Sell
-10,970
Closed -$209K – 549
2021
Q4 		$209K Buy
+10,970
New +$212K 0.01% 488

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Mackenzie Financial
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TD Asset Management
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JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Avidian Wealth Enterprises's MFC Position: Q1 2022 in Review

Avidian Wealth Enterprises sold out of Manulife Financial (MFC) in Q1 2022, closing a stake of 10,970 shares — an estimated $209K sold.

Avidian Wealth Enterprises first reported a position in MFC in Q4 2021 and held it in 1 quarter. The position peaked at $209K in Q4 2021. 500 funds tracked by Wall St. Rank hold MFC as of Q1 2022.

  • Avidian Wealth Enterprises reported no remaining Manulife Financial position as of Q1 2022 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 10,970 Manulife Financial shares in Q1 2022, an estimated $209K.
  • Avidian Wealth Enterprises first reported a position in Manulife Financial in Q4 2021 and held it in 1 quarter.
  • Avidian Wealth Enterprises's Manulife Financial position peaked at $209K in Q4 2021.
  • 500 funds tracked by Wall St. Rank held Manulife Financial as of Q1 2022.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2022, filed 10 May 2022.