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Baldwin Wealth Partners’s Manulife Financial MFC Stock Holding History

Baldwin Wealth Partners’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
Q4 		– Sell
-2,268
Closed -$67K – 706
2024
Q3 		$67K Sell
2,268
-1,182
-34% -$31.8K ﹤0.01% 484
2024
Q2 		$91.8K Hold
3,450
– – 0.01% 272
2024
Q1 		$86.2K Hold
3,450
– – 0.01% 289
2023
Q4 		$76.2K Hold
3,450
– – 0.01% 310
2023
Q3 		$63.1K Hold
3,450
– – 0.01% 365
2023
Q2 		$65.2K Hold
3,450
– – 0.01% 377
2023
Q1 		$63.3K Hold
3,450
– – 0.01% 393
2022
Q4 		$61.5K Buy
3,450
+268
+8% +$4.57K 0.01% 388
2022
Q3 		$50K Buy
3,182
+402
+14% +$7.05K 0.01% 332
2022
Q2 		$48K Hold
2,780
– – 0.01% 359
2022
Q1 		$59K Hold
2,780
– – 0.01% 347
2021
Q4 		$53K Hold
2,780
– – 0.01% 337
2021
Q3 		$53K Hold
2,780
– – 0.01% 341
2021
Q2 		$55K Hold
2,780
– – 0.01% 344
2021
Q1 		$60K Hold
2,780
– – 0.01% 324
2020
Q4 		$50K Hold
2,780
– – 0.01% 320
2020
Q3 		$39K Buy
+2,780
New +$39.8K 0.01% 323
2018
Q4 		– Sell
-311,115
Closed -$5.56M – 528
2018
Q3 		$5.56M Buy
311,115
+4,995
+2% +$90.8K 0.78% 41
2018
Q2 		$5.5M Sell
306,120
-3,250
-1% -$61.2K 0.86% 39
2018
Q1 		$5.75M Sell
309,370
-29,300
-9% -$586K 0.93% 40
2017
Q4 		$7.07M Buy
338,670
+3,605
+1% +$74.9K 1.1% 30
2017
Q3 		$6.8M Sell
335,065
-7,340
-2% -$146K 1.09% 32
2017
Q2 		$6.42M Buy
+342,405
New +$6.04M 1.03% 34

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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Baldwin Wealth Partners's MFC Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Manulife Financial (MFC) in Q4 2024, closing a stake of 2,268 shares — an estimated $67K sold.

Baldwin Wealth Partners first reported a position in MFC in Q2 2017 and held it in 23 quarters. The position peaked at $7.07M in Q4 2017. 706 funds tracked by Wall St. Rank hold MFC as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Manulife Financial position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 2,268 Manulife Financial shares in Q4 2024, an estimated $67K.
  • Baldwin Wealth Partners first reported a position in Manulife Financial in Q2 2017 and held it in 23 quarters.
  • Baldwin Wealth Partners's Manulife Financial position peaked at $7.07M in Q4 2017.
  • 706 funds tracked by Wall St. Rank held Manulife Financial as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.