Bay Colony Advisors’s Sun Life Financial SLF Stock Holding History

Bay Colony Advisors’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
2023 Q1	–	Sell	-7,814	Closed	-$363K	–	362
2022 Q4	$363K	Buy	+7,814	New	+$346K	0.1%	209

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Bay Colony Advisors's SLF Position: Q1 2023 in Review

Bay Colony Advisors sold out of Sun Life Financial (SLF) in Q1 2023, closing a stake of 7,814 shares — an estimated $363K sold.

Bay Colony Advisors first reported a position in SLF in Q4 2022 and held it in 1 quarter. The position peaked at $363K in Q4 2022. 381 funds tracked by Wall St. Rank hold SLF as of Q1 2023.

Bay Colony Advisors reported no remaining Sun Life Financial position as of Q1 2023 after selling out during the quarter.
Bay Colony Advisors sold 7,814 Sun Life Financial shares in Q1 2023, an estimated $363K.
Bay Colony Advisors first reported a position in Sun Life Financial in Q4 2022 and held it in 1 quarter.
Bay Colony Advisors's Sun Life Financial position peaked at $363K in Q4 2022.
381 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2023.

Based on Bay Colony Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.