Clear Point Advisors’s Manulife Financial MFC Stock Holding History

Clear Point Advisors’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 Q4	–	Sell	-168	Closed	-$4.96K	–	370
2024 Q3	$4.96K	Hold	168	–	–	﹤0.01%	395
2024 Q2	$4.47K	Hold	168	–	–	﹤0.01%	395
2024 Q1	$4.2K	Hold	168	–	–	﹤0.01%	395
2023 Q4	$3.71K	Buy	+168	New	+$3.23K	﹤0.01%	388

Other funds holding MFC

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

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

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

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

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Clear Point Advisors's MFC Position: Q4 2024 in Review

Clear Point Advisors sold out of Manulife Financial (MFC) in Q4 2024, closing a stake of 168 shares — an estimated $4.96K sold.

Clear Point Advisors first reported a position in MFC in Q4 2023 and held it in 4 quarters. The position peaked at $4.96K in Q3 2024. 706 funds tracked by Wall St. Rank hold MFC as of Q4 2024.

Clear Point Advisors reported no remaining Manulife Financial position as of Q4 2024 after selling out during the quarter.
Clear Point Advisors sold 168 Manulife Financial shares in Q4 2024, an estimated $4.96K.
Clear Point Advisors first reported a position in Manulife Financial in Q4 2023 and held it in 4 quarters.
Clear Point Advisors's Manulife Financial position peaked at $4.96K in Q3 2024.
706 funds tracked by Wall St. Rank held Manulife Financial as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.