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Baker Tilly Wealth Management’s Manulife Financial MFC Stock Holding History

Baker Tilly 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
2024
Q3 		– Sell
-18,247
Closed -$486K – 268
2024
Q2 		$486K Sell
18,247
-10,020
-35% -$251K 0.2% 123
2024
Q1 		$706K Sell
28,267
-1,857
-6% -$42.7K 0.13% 171
2023
Q4 		$666K Buy
30,124
+7
+0% +$134 0.11% 210
2023
Q3 		$551K Sell
30,117
-247
-0.8% -$4.67K 0.09% 235
2023
Q2 		$574K Buy
30,364
+12
+0% +$229 0.06% 302
2023
Q1 		$557K Sell
30,352
-82
-0.3% -$1.56K 0.06% 304
2022
Q4 		$543K Sell
30,434
-47
-0.2% -$801 0.07% 300
2022
Q3 		$478K Sell
30,481
-58
-0.2% -$1.02K 0.07% 298
2022
Q2 		$529K Buy
30,539
+13
+0% +$246 0.07% 287
2022
Q1 		$652K Sell
30,526
-17
-0.1% -$348 0.07% 274
2021
Q4 		$582K Buy
30,543
+14,155
+86% +$274K 0.06% 322
2021
Q3 		$315K Sell
16,388
-57
-0.3% -$1.11K 0.04% 413
2021
Q2 		$324K Buy
16,445
+57
+0.3% +$1.19K 0.05% 379
2021
Q1 		$352K Hold
16,388
– – 0.07% 321
2020
Q4 		$292K Buy
+16,388
New +$262K 0.09% 244

Other funds holding MFC

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Baker Tilly Wealth Management's MFC Position: Q3 2024 in Review

Baker Tilly Wealth Management sold out of Manulife Financial (MFC) in Q3 2024, closing a stake of 18,247 shares — an estimated $486K sold.

Baker Tilly Wealth Management first reported a position in MFC in Q4 2020 and held it in 15 quarters. The position peaked at $706K in Q1 2024. 668 funds tracked by Wall St. Rank hold MFC as of Q3 2024.

  • Baker Tilly Wealth Management reported no remaining Manulife Financial position as of Q3 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 18,247 Manulife Financial shares in Q3 2024, an estimated $486K.
  • Baker Tilly Wealth Management first reported a position in Manulife Financial in Q4 2020 and held it in 15 quarters.
  • Baker Tilly Wealth Management's Manulife Financial position peaked at $706K in Q1 2024.
  • 668 funds tracked by Wall St. Rank held Manulife Financial as of Q3 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2024, filed 24 Oct 2024.