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Fortitude Advisory Group’s Sun Life Financial SLF Stock Holding History

Fortitude Advisory Group’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
Q2 		– Sell
-186
Closed -$10K – 1092
2022
Q1 		$10K Hold
186
– – 0.01% 1025
2021
Q4 		$10K Buy
+186
New +$10.3K 0.01% 1049

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TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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 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

Fortitude Advisory Group's SLF Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Sun Life Financial (SLF) in Q2 2022, closing a stake of 186 shares — an estimated $10K sold.

Fortitude Advisory Group first reported a position in SLF in Q4 2021 and held it in 2 quarters. The position peaked at $10K in Q1 2022. 352 funds tracked by Wall St. Rank hold SLF as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Sun Life Financial position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 186 Sun Life Financial shares in Q2 2022, an estimated $10K.
  • Fortitude Advisory Group first reported a position in Sun Life Financial in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Sun Life Financial position peaked at $10K in Q1 2022.
  • 352 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.