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Coppell Advisory Solutions’s Sun Life Financial SLF Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-458
Closed -$27.2K – 1601
2024
Q4 		$27.2K Hold
458
– – ﹤0.01% 765
2024
Q3 		$26.5K Buy
+458
New +$23.9K ﹤0.01% 753

Other funds holding SLF

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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
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Coppell Advisory Solutions's SLF Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Sun Life Financial (SLF) in Q1 2025, closing a stake of 458 shares — an estimated $27.2K sold.

Coppell Advisory Solutions first reported a position in SLF in Q3 2024 and held it in 2 quarters. The position peaked at $27.2K in Q4 2024. 421 funds tracked by Wall St. Rank hold SLF as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Sun Life Financial position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 458 Sun Life Financial shares in Q1 2025, an estimated $27.2K.
  • Coppell Advisory Solutions first reported a position in Sun Life Financial in Q3 2024 and held it in 2 quarters.
  • Coppell Advisory Solutions's Sun Life Financial position peaked at $27.2K in Q4 2024.
  • 421 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.