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Glassman Wealth Services’s Sun Life Financial SLF Stock Holding History

Glassman Wealth 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
Q1 		– Sell
-638
Closed -$33.1K – 1546
2023
Q4 		$33.1K Sell
638
-132
-17% -$6.5K ﹤0.01% 560
2023
Q3 		$37.6K Buy
770
+123
+19% +$6.17K 0.01% 489
2023
Q2 		$33.7K Buy
647
+65
+11% +$3.19K 0.01% 503
2023
Q1 		$27.2K Sell
582
-9
-2% -$433 ﹤0.01% 557
2022
Q4 		$27.4K Buy
591
+77
+15% +$3.41K 0.01% 578
2022
Q3 		$20K Buy
514
+69
+16% +$3.09K ﹤0.01% 618
2022
Q2 		$20K Sell
445
-143
-24% -$7.13K ﹤0.01% 625
2022
Q1 		$33K Sell
588
-12
-2% -$661 0.01% 505
2021
Q4 		$33K Buy
600
+165
+38% +$9.12K 0.01% 474
2021
Q3 		$22K Buy
435
+61
+16% +$3.14K ﹤0.01% 565
2021
Q2 		$19K Buy
374
+4
+1% +$211 ﹤0.01% 590
2021
Q1 		$19K Buy
370
+27
+8% +$1.32K ﹤0.01% 546
2020
Q4 		$15K Buy
343
+176
+105% +$7.62K ﹤0.01% 611
2020
Q3 		$7K Buy
167
+115
+221% +$4.65K ﹤0.01% 706
2020
Q2 		$2K Buy
52
+30
+136% +$1.03K ﹤0.01% 897
2020
Q1 		$1K Buy
22
+10
+83% +$428 ﹤0.01% 979
2019
Q4 		$1K Buy
+12
New +$540 ﹤0.01% 1026

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Glassman Wealth Services's SLF Position: Q1 2024 in Review

Glassman Wealth Services sold out of Sun Life Financial (SLF) in Q1 2024, closing a stake of 638 shares — an estimated $33.1K sold.

Glassman Wealth Services first reported a position in SLF in Q4 2019 and held it in 17 quarters. The position peaked at $37.6K in Q3 2023. 422 funds tracked by Wall St. Rank hold SLF as of Q1 2024.

  • Glassman Wealth Services reported no remaining Sun Life Financial position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 638 Sun Life Financial shares in Q1 2024, an estimated $33.1K.
  • Glassman Wealth Services first reported a position in Sun Life Financial in Q4 2019 and held it in 17 quarters.
  • Glassman Wealth Services's Sun Life Financial position peaked at $37.6K in Q3 2023.
  • 422 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.