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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

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Bank of Montreal
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Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return