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Bogart Wealth LLC’s Manulife Financial MFC Stock Holding History

Bogart Wealth LLC’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
2026
Q1 		$1.31K Buy
38
+7
+23% +$252 ﹤0.01% 1380
2025
Q4 		$1.13K Hold
31
– – ﹤0.01% 1291
2025
Q3 		$966 Hold
31
– – ﹤0.01% 1295
2025
Q2 		$991 Hold
31
– – ﹤0.01% 1227
2025
Q1 		$966 Hold
31
– – ﹤0.01% 1185
2024
Q4 		$952 Hold
31
– – ﹤0.01% 1208
2024
Q3 		$916 Hold
31
– – ﹤0.01% 1031
2024
Q2 		$825 Hold
31
– – ﹤0.01% 1017
2024
Q1 		$775 Hold
31
– – ﹤0.01% 985
2023
Q4 		$685 Hold
31
– – ﹤0.01% 983
2023
Q3 		$567 Buy
+31
New +$586 ﹤0.01% 1000
2019
Q4 		– Hold
0
– – – 401
2019
Q3 		– Sell
-54
Closed -$954 – 377
2019
Q2 		$0 Hold
54
– – ﹤0.01% 359
2019
Q1 		$0 Hold
54
– – ﹤0.01% 366
2018
Q4 		$0 Hold
54
– – ﹤0.01% 365
2018
Q3 		$1K Hold
54
– – ﹤0.01% 319
2018
Q2 		$0 Hold
54
– – ﹤0.01% 366
2018
Q1 		$1K Hold
54
– – ﹤0.01% 329
2017
Q4 		$1K Hold
54
– – ﹤0.01% 321
2017
Q3 		$1K Buy
+54
New +$1.07K ﹤0.01% 312

Other funds holding MFC

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return