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Dixon Hughes Goodman Wealth Advisors’s Sun Life Financial SLF Stock Holding History

Dixon Hughes Goodman Wealth Advisors’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
2022
Q1 		$57K Buy
1,017
+24
+2% +$1.32K 0.02% 297
2021
Q4 		$55K Buy
+993
New +$54.9K 0.02% 257

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's SLF Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors increased its Sun Life Financial (SLF) stake by 2.4% in Q1 2022, buying an estimated $1.32K and bringing the position to 1,017 shares worth $57K. The position accounts for 0.02% of the portfolio, ranked #297.

Dixon Hughes Goodman Wealth Advisors first reported a position in SLF in Q4 2021 and has held it in 2 quarters since. 353 funds tracked by Wall St. Rank hold SLF as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 1,017 shares of Sun Life Financial worth $57K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors bought 24 Sun Life Financial shares in Q1 2022, an estimated $1.32K.
  • Sun Life Financial made up 0.02% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #297 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Sun Life Financial in Q4 2021 and has held it in 2 quarters since.
  • 353 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.