BerganKDV Wealth Management’s Manulife Financial MFC Stock Holding History

BerganKDV 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
2023 Q2	$12.3K	Buy	653 +7	+1%	+$134	﹤0.01%	538
2023 Q1	$11.9K	Buy	646 +10	+2%	+$190	﹤0.01%	581
2022 Q4	$11.3K	Buy	636 +49	+8%	+$835	﹤0.01%	562
2022 Q3	$9K	Buy	587 +60	+11%	+$1.05K	﹤0.01%	589
2022 Q2	$9K	Buy	527 +280	+113%	+$5.29K	﹤0.01%	607
2022 Q1	$5K	Hold	247	–	–	﹤0.01%	728
2021 Q4	$5K	Hold	247	–	–	﹤0.01%	780
2021 Q3	$5K	Hold	247	–	–	﹤0.01%	750
2021 Q2	$5K	Hold	247	–	–	﹤0.01%	703
2021 Q1	$5K	Hold	247	–	–	﹤0.01%	669
2020 Q4	$4K	Sell	247 -117	-32%	-$1.87K	﹤0.01%	697
2020 Q3	$5K	Sell	364 -2,167	-86%	-$31K	﹤0.01%	585
2020 Q2	$34K	Sell	2,531 -109	-4%	-$1.37K	0.01%	393
2020 Q1	$33K	Sell	2,640 -1,345	-34%	-$23.4K	0.01%	369
2019 Q4	$81K	Buy	3,985 +1,571	+65%	+$30K	0.01%	297
2019 Q3	$44K	Hold	2,414	–	–	0.01%	345
2019 Q2	$44K	Hold	2,414	–	–	0.01%	342
2019 Q1	$41K	Hold	2,414	–	–	0.01%	365
2018 Q4	$34K	Hold	2,414	–	–	0.01%	342
2018 Q3	$43K	Hold	2,414	–	–	0.01%	337
2018 Q2	$43K	Buy	+2,414	New	+$45.5K	0.01%	336

Other funds holding MFC

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

BerganKDV Wealth Management's MFC Position: Q2 2023 in Review

BerganKDV Wealth Management increased its Manulife Financial (MFC) stake by 1.1% in Q2 2023, buying an estimated $134 and bringing the position to 653 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #538.

BerganKDV Wealth Management first reported a position in MFC in Q2 2018 and has held it in 21 quarters since. The position peaked at $81K in Q4 2019. 539 funds tracked by Wall St. Rank hold MFC as of Q2 2023.

BerganKDV Wealth Management held 653 shares of Manulife Financial worth $12.3K as of Q2 2023.
BerganKDV Wealth Management bought 7 Manulife Financial shares in Q2 2023, an estimated $134.
Manulife Financial made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #538 holding.
BerganKDV Wealth Management first reported a position in Manulife Financial in Q2 2018 and has held it in 21 quarters since.
BerganKDV Wealth Management's Manulife Financial position peaked at $81K in Q4 2019.
539 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.