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BKM Wealth Management’s Manulife Financial MFC Stock Holding History

BKM 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
Q1 		– Sell
-1,000
Closed -$22.1K – 406
2023
Q4 		$22.1K Buy
+1,000
New +$19.2K 0.01% 364

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
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
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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

BKM Wealth Management's MFC Position: Q1 2024 in Review

BKM Wealth Management sold out of Manulife Financial (MFC) in Q1 2024, closing a stake of 1,000 shares — an estimated $22.1K sold.

BKM Wealth Management first reported a position in MFC in Q4 2023 and held it in 1 quarter. The position peaked at $22.1K in Q4 2023. 634 funds tracked by Wall St. Rank hold MFC as of Q1 2024.

  • BKM Wealth Management reported no remaining Manulife Financial position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 1,000 Manulife Financial shares in Q1 2024, an estimated $22.1K.
  • BKM Wealth Management first reported a position in Manulife Financial in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's Manulife Financial position peaked at $22.1K in Q4 2023.
  • 634 funds tracked by Wall St. Rank held Manulife Financial as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.