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Buck Wealth Strategies’s Sun Life Financial SLF Stock Holding History

Buck Wealth Strategies’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
Q4 		– Sell
-476
Closed -$23.2K – 292
2023
Q3 		$23.2K Hold
476
– – 0.01% 155
2023
Q2 		$24.8K Hold
476
– – 0.01% 104
2023
Q1 		$22.2K Buy
+476
New +$22.9K 0.01% 79

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Buck Wealth Strategies's SLF Position: Q4 2023 in Review

Buck Wealth Strategies sold out of Sun Life Financial (SLF) in Q4 2023, closing a stake of 476 shares — an estimated $23.2K sold.

Buck Wealth Strategies first reported a position in SLF in Q1 2023 and held it in 3 quarters. The position peaked at $24.8K in Q2 2023. 398 funds tracked by Wall St. Rank hold SLF as of Q4 2023.

  • Buck Wealth Strategies reported no remaining Sun Life Financial position as of Q4 2023 after selling out during the quarter.
  • Buck Wealth Strategies sold 476 Sun Life Financial shares in Q4 2023, an estimated $23.2K.
  • Buck Wealth Strategies first reported a position in Sun Life Financial in Q1 2023 and held it in 3 quarters.
  • Buck Wealth Strategies's Sun Life Financial position peaked at $24.8K in Q2 2023.
  • 398 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.