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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

CIBC World Market

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

CIBC Asset Management

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return