Capital Advisory Group Advisory Services’s Sun Life Financial SLF Stock Holding History

Capital Advisory Group Advisory Services’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
2022 Q2	–	Sell	-600	Closed	-$33K	–	434
2022 Q1	$33K	Buy	+600	New	+$33K	0.02%	269
2021 Q4	–	Sell	-600	Closed	-$31K	–	441
2021 Q3	$31K	Hold	600	–	–	0.01%	291
2021 Q2	$31K	Hold	600	–	–	0.01%	293
2021 Q1	$30K	Hold	600	–	–	0.01%	279
2020 Q4	$27K	Hold	600	–	–	0.01%	286
2020 Q3	$24K	Hold	600	–	–	0.01%	246
2020 Q2	$22K	Hold	600	–	–	0.01%	251
2020 Q1	$19K	Buy	+600	New	+$25.7K	0.02%	168
2019 Q4	–	Sell	-600	Closed	-$27K	–	379
2019 Q3	$27K	Hold	600	–	–	0.02%	185
2019 Q2	$25K	Hold	600	–	–	0.02%	199
2019 Q1	$23K	Hold	600	–	–	0.02%	198
2018 Q4	$20K	Hold	600	–	–	0.02%	192
2018 Q3	$24K	Hold	600	–	–	0.02%	184
2018 Q2	$24K	Hold	600	–	–	0.02%	169
2018 Q1	$25K	Buy	+600	New	+$25.3K	0.02%	173

Other funds holding SLF

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

BGC

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

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

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

Capital Advisory Group Advisory Services's SLF Position: Q2 2022 in Review

Capital Advisory Group Advisory Services sold out of Sun Life Financial (SLF) in Q2 2022, closing a stake of 600 shares — an estimated $33K sold.

Capital Advisory Group Advisory Services first reported a position in SLF in Q1 2018 and held it in 15 quarters. The position peaked at $33K in Q1 2022. 353 funds tracked by Wall St. Rank hold SLF as of Q2 2022.

Capital Advisory Group Advisory Services reported no remaining Sun Life Financial position as of Q2 2022 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 600 Sun Life Financial shares in Q2 2022, an estimated $33K.
Capital Advisory Group Advisory Services first reported a position in Sun Life Financial in Q1 2018 and held it in 15 quarters.
Capital Advisory Group Advisory Services's Sun Life Financial position peaked at $33K in Q1 2022.
353 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2022.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2022, filed 12 Aug 2022.