Evoke Wealth’s Sun Life Financial SLF Stock Holding History

Evoke Wealth’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 Q4	–	Sell	-100	Closed	-$4K	–	1017
2022 Q3	$4K	Hold	100	–	–	﹤0.01%	940
2022 Q2	$5K	Hold	100	–	–	﹤0.01%	901
2022 Q1	$6K	Hold	100	–	–	﹤0.01%	877
2021 Q4	$6K	Hold	100	–	–	﹤0.01%	877
2021 Q3	$5K	Hold	100	–	–	﹤0.01%	864
2021 Q2	$5K	Hold	100	–	–	﹤0.01%	895
2021 Q1	$5K	Hold	100	–	–	﹤0.01%	867
2020 Q4	$4K	Hold	100	–	–	﹤0.01%	787
2020 Q3	$4K	Sell	100 -27	-21%	-$1.09K	﹤0.01%	732
2020 Q2	$5K	Sell	127 -2	-2%	-$69	﹤0.01%	683
2020 Q1	$4.14K	Sell	129 -3	-2%	-$129	﹤0.01%	654
2019 Q4	$6K	Sell	132 -1	-0.8%	-$45	﹤0.01%	872
2019 Q3	$5.98K	Buy	+133	New	+$5.56K	﹤0.01%	953

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

BGC

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

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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

Evoke Wealth's SLF Position: Q4 2022 in Review

Evoke Wealth sold out of Sun Life Financial (SLF) in Q4 2022, closing a stake of 100 shares — an estimated $4K sold.

Evoke Wealth first reported a position in SLF in Q3 2019 and held it in 13 quarters. The position peaked at $6K in Q4 2019. 363 funds tracked by Wall St. Rank hold SLF as of Q4 2022.

Evoke Wealth reported no remaining Sun Life Financial position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 100 Sun Life Financial shares in Q4 2022, an estimated $4K.
Evoke Wealth first reported a position in Sun Life Financial in Q3 2019 and held it in 13 quarters.
Evoke Wealth's Sun Life Financial position peaked at $6K in Q4 2019.
363 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.