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Concord Wealth Partners’s Manulife Financial MFC Stock Holding History

Concord Wealth Partners’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
2021
Q2 		– Sell
-14,275
Closed -$307K – 1080
2021
Q1 		$307K Hold
14,275
– – 0.1% 98
2020
Q4 		$254K Buy
+14,275
New +$228K 0.2% 60

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Bank of Nova Scotia
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CIBC World Market
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Capital World Investors
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Fidelity Investments
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Concord Wealth Partners's MFC Position: Q2 2021 in Review

Concord Wealth Partners sold out of Manulife Financial (MFC) in Q2 2021, closing a stake of 14,275 shares — an estimated $307K sold.

Concord Wealth Partners first reported a position in MFC in Q4 2020 and held it in 2 quarters. The position peaked at $307K in Q1 2021. 466 funds tracked by Wall St. Rank hold MFC as of Q2 2021.

  • Concord Wealth Partners reported no remaining Manulife Financial position as of Q2 2021 after selling out during the quarter.
  • Concord Wealth Partners sold 14,275 Manulife Financial shares in Q2 2021, an estimated $307K.
  • Concord Wealth Partners first reported a position in Manulife Financial in Q4 2020 and held it in 2 quarters.
  • Concord Wealth Partners's Manulife Financial position peaked at $307K in Q1 2021.
  • 466 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2021.

Based on Concord Wealth Partners's 13F filing for Q2 2021, filed 29 Jul 2021.