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

Engrave 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
2023 Q4	$546K	Hold	10,519	–	–	0.16%	46
2023 Q3	$513K	Hold	10,519	–	–	0.16%	41
2023 Q2	$548K	Hold	10,519	–	–	0.17%	37
2023 Q1	$502K	Hold	10,519	–	–	0.17%	37
2022 Q4	$504K	Hold	10,519	–	–	0.18%	41
2022 Q3	$418K	Hold	10,519	–	–	0.2%	36
2022 Q2	$482K	Hold	10,519	–	–	0.21%	32
2022 Q1	$587K	Hold	10,519	–	–	0.22%	30
2021 Q4	$586K	Hold	10,519	–	–	0.17%	40
2021 Q3	$541K	Sell	10,519 -4,500	-30%	-$231K	0.16%	44
2021 Q2	$774K	Hold	15,019	–	–	0.23%	44
2021 Q1	$759K	Hold	15,019	–	–	0.31%	39
2020 Q4	$716K	Hold	15,019	–	–	0.59%	29
2020 Q3	$627K	Buy	15,019 +3,407	+29%	+$138K	0.61%	29
2020 Q2	$426K	Hold	11,612	–	–	0.38%	32
2020 Q1	$372K	Hold	11,612	–	–	0.44%	26
2019 Q4	$529K	Buy	+11,612	New	+$522K	0.51%	25

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Engrave Wealth Partners's SLF Position: Q4 2023 in Review

Engrave Wealth Partners held its Sun Life Financial (SLF) position steady in Q4 2023 at 10,519 shares worth $546K. The position accounts for 0.16% of the portfolio, ranked #46.

Engrave Wealth Partners first reported a position in SLF in Q4 2019 and has held it in 17 quarters since. The position peaked at $774K in Q2 2021. 399 funds tracked by Wall St. Rank hold SLF as of Q4 2023.

Engrave Wealth Partners held 10,519 shares of Sun Life Financial worth $546K as of Q4 2023.
Engrave Wealth Partners left its Sun Life Financial share count unchanged in Q4 2023.
Sun Life Financial made up 0.16% of Engrave Wealth Partners's portfolio in Q4 2023, its #46 holding.
Engrave Wealth Partners first reported a position in Sun Life Financial in Q4 2019 and has held it in 17 quarters since.
Engrave Wealth Partners's Sun Life Financial position peaked at $774K in Q2 2021.
399 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2023.

Based on Engrave Wealth Partners's 13F filing for Q4 2023, filed 16 Jan 2024.