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

Avior 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
2025
Q1 		– Sell
-224
Closed -$13.3K – 2064
2024
Q4 		$13.3K Buy
224
+2
+0.9% +$118 ﹤0.01% 1529
2024
Q3 		$12.9K Buy
222
+1
+0.5% +$52 ﹤0.01% 1478
2024
Q2 		$10.9K Sell
221
-127
-36% -$6.45K ﹤0.01% 1493
2024
Q1 		$19K Buy
348
+224
+181% +$11.8K ﹤0.01% 1629
2023
Q4 		$6.45K Buy
124
+1
+0.8% +$49 ﹤0.01% 1080
2023
Q3 		$6.01K Buy
123
+2
+2% +$100 ﹤0.01% 1135
2023
Q2 		$6.36K Buy
121
+1
+0.8% +$49 ﹤0.01% 1114
2023
Q1 		$5.64K Sell
120
-34
-22% -$1.64K ﹤0.01% 1165
2022
Q4 		$7.18K Sell
154
-18
-10% -$796 ﹤0.01% 903
2022
Q3 		$6K Buy
172
+1
+0.6% +$45 ﹤0.01% 924
2022
Q2 		$7K Buy
171
+1
+0.6% +$50 ﹤0.01% 823
2022
Q1 		$9K Buy
170
+1
+0.6% +$55 ﹤0.01% 847
2021
Q4 		$9K Buy
169
+1
+0.6% +$55 ﹤0.01% 824
2021
Q3 		$8K Buy
168
+10
+6% +$514 ﹤0.01% 797
2021
Q2 		$8K Buy
158
+1
+0.6% +$53 ﹤0.01% 782
2021
Q1 		$7K Buy
157
+2
+1% +$98 ﹤0.01% 810
2020
Q4 		$6K Hold
155
– – ﹤0.01% 774
2020
Q3 		$6K Buy
155
+45
+41% +$1.82K ﹤0.01% 741
2020
Q2 		$4K Buy
+110
New +$3.78K ﹤0.01% 741

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
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Avior Wealth Management's SLF Position: Q1 2025 in Review

Avior Wealth Management sold out of Sun Life Financial (SLF) in Q1 2025, closing a stake of 224 shares — an estimated $13.3K sold.

Avior Wealth Management first reported a position in SLF in Q2 2020 and held it in 19 quarters. The position peaked at $19K in Q1 2024. 422 funds tracked by Wall St. Rank hold SLF as of Q1 2025.

  • Avior Wealth Management reported no remaining Sun Life Financial position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 224 Sun Life Financial shares in Q1 2025, an estimated $13.3K.
  • Avior Wealth Management first reported a position in Sun Life Financial in Q2 2020 and held it in 19 quarters.
  • Avior Wealth Management's Sun Life Financial position peaked at $19K in Q1 2024.
  • 422 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.