Concord Wealth Partners’s Sun Life Financial SLF Stock Holding History

Concord Wealth Partners’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 Q4	–	Sell	-2,000	Closed	-$116K	–	977
2024 Q3	$116K	Buy	+2,000	New	+$105K	0.02%	246
2024 Q2	–	Sell	-2,000	Closed	-$109K	–	905
2024 Q1	$109K	Buy	+2,000	New	+$106K	0.02%	265
2023 Q4	–	Sell	-2,000	Closed	-$97.6K	–	997
2023 Q3	$97.6K	Hold	2,000	–	–	0.02%	287
2023 Q2	$104K	Hold	2,000	–	–	0.02%	272
2023 Q1	$93.4K	Hold	2,000	–	–	0.03%	259
2022 Q4	$92.8K	Buy	+2,000	New	+$88.5K	0.03%	269
2022 Q3	–	Sell	-2,000	Closed	-$92K	–	975
2022 Q2	$92K	Hold	2,000	–	–	0.03%	273
2022 Q1	$112K	Hold	2,000	–	–	0.03%	283
2021 Q4	$111K	Hold	2,000	–	–	0.03%	291
2021 Q3	$103K	Hold	2,000	–	–	0.04%	133
2021 Q2	$103K	Hold	2,000	–	–	0.03%	231
2021 Q1	$101K	Hold	2,000	–	–	0.03%	220
2020 Q4	$89K	Buy	+2,000	New	+$86.6K	0.07%	143

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

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

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

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

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Concord Wealth Partners's SLF Position: Q4 2024 in Review

Concord Wealth Partners sold out of Sun Life Financial (SLF) in Q4 2024, closing a stake of 2,000 shares — an estimated $116K sold.

Concord Wealth Partners first reported a position in SLF in Q4 2020 and held it in 13 quarters. The position peaked at $116K in Q3 2024. 442 funds tracked by Wall St. Rank hold SLF as of Q4 2024.

Concord Wealth Partners reported no remaining Sun Life Financial position as of Q4 2024 after selling out during the quarter.
Concord Wealth Partners sold 2,000 Sun Life Financial shares in Q4 2024, an estimated $116K.
Concord Wealth Partners first reported a position in Sun Life Financial in Q4 2020 and held it in 13 quarters.
Concord Wealth Partners's Sun Life Financial position peaked at $116K in Q3 2024.
442 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2024.

Based on Concord Wealth Partners's 13F filing for Q4 2024, filed 24 Jan 2025.