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Congress Wealth Management’s Sun Life Financial SLF Stock Holding History

Congress Wealth Management’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 		– Sell
-4,125
Closed -$214K – 629
2023
Q4 		$214K Buy
+4,125
New +$203K ﹤0.01% 586

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Congress Wealth Management's SLF Position: Q1 2024 in Review

Congress Wealth Management sold out of Sun Life Financial (SLF) in Q1 2024, closing a stake of 4,125 shares — an estimated $214K sold.

Congress Wealth Management first reported a position in SLF in Q4 2023 and held it in 1 quarter. The position peaked at $214K in Q4 2023. 421 funds tracked by Wall St. Rank hold SLF as of Q1 2024.

  • Congress Wealth Management reported no remaining Sun Life Financial position as of Q1 2024 after selling out during the quarter.
  • Congress Wealth Management sold 4,125 Sun Life Financial shares in Q1 2024, an estimated $214K.
  • Congress Wealth Management first reported a position in Sun Life Financial in Q4 2023 and held it in 1 quarter.
  • Congress Wealth Management's Sun Life Financial position peaked at $214K in Q4 2023.
  • 421 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2024.

Based on Congress Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.