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First Personal Financial Services’s Sun Life Financial SLF Stock Holding History

First Personal Financial Services’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
2024
Q3 		– Sell
-50
Closed -$2.45K – 589
2024
Q2 		$2.45K Hold
50
– – ﹤0.01% 328
2024
Q1 		$2.73K Hold
50
– – ﹤0.01% 325
2023
Q4 		$2.59K Hold
50
– – ﹤0.01% 352
2023
Q3 		$2.44K Buy
+50
New +$2.51K ﹤0.01% 359

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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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

First Personal Financial Services's SLF Position: Q3 2024 in Review

First Personal Financial Services sold out of Sun Life Financial (SLF) in Q3 2024, closing a stake of 50 shares — an estimated $2.45K sold.

First Personal Financial Services first reported a position in SLF in Q3 2023 and held it in 4 quarters. The position peaked at $2.73K in Q1 2024. 421 funds tracked by Wall St. Rank hold SLF as of Q3 2024.

  • First Personal Financial Services reported no remaining Sun Life Financial position as of Q3 2024 after selling out during the quarter.
  • First Personal Financial Services sold 50 Sun Life Financial shares in Q3 2024, an estimated $2.45K.
  • First Personal Financial Services first reported a position in Sun Life Financial in Q3 2023 and held it in 4 quarters.
  • First Personal Financial Services's Sun Life Financial position peaked at $2.73K in Q1 2024.
  • 421 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.