Cetera Advisors’s Sun Life Financial SLF Stock Holding History

Cetera Advisors’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
2024 Q1	$384K	Buy	+7,044	New	+$373K	﹤0.01%	1779
2022 Q1	–	Sell	-7,318	Closed	-$408K	–	1517
2021 Q4	$408K	Buy	7,318 +2,616	+56%	+$145K	0.01%	974
2021 Q3	$242K	Buy	+4,702	New	+$242K	﹤0.01%	1217
2021 Q2	–	Sell	-3,997	Closed	-$202K	–	1354
2021 Q1	$202K	Buy	+3,997	New	+$196K	0.01%	1148

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

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

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

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

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Cetera Advisors's SLF Position: Q1 2024 in Review

Cetera Advisors opened a new position in Sun Life Financial (SLF) in Q1 2024: 7,044 shares worth $384K. The stake represents ﹤0.01% of the portfolio and ranks #1779 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in SLF as recently as Q4 2021.

Cetera Advisors first reported a position in SLF in Q1 2021 and has held it in 4 quarters since. The position peaked at $408K in Q4 2021. 422 funds tracked by Wall St. Rank hold SLF as of Q1 2024.

Cetera Advisors held 7,044 shares of Sun Life Financial worth $384K as of Q1 2024.
Sun Life Financial was a new Cetera Advisors position in Q1 2024.
Sun Life Financial made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1779 holding.
Cetera Advisors first reported a position in Sun Life Financial in Q1 2021 and has held it in 4 quarters since.
Cetera Advisors's Sun Life Financial position peaked at $408K in Q4 2021.
422 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.