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Goodwin Investment Advisory’s Sun Life Financial SLF Stock Holding History

Goodwin Investment Advisory’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
2023
Q1 		– Sell
-109
Closed -$5.06K – 192
2022
Q4 		$5.06K Hold
109
– – ﹤0.01% 174
2022
Q3 		$4K Hold
109
– – ﹤0.01% 180
2022
Q2 		$4.99K Buy
+109
New +$5.43K ﹤0.01% 125

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Goodwin Investment Advisory's SLF Position: Q1 2023 in Review

Goodwin Investment Advisory sold out of Sun Life Financial (SLF) in Q1 2023, closing a stake of 109 shares — an estimated $5.06K sold.

Goodwin Investment Advisory first reported a position in SLF in Q2 2022 and held it in 3 quarters. The position peaked at $5.06K in Q4 2022. 381 funds tracked by Wall St. Rank hold SLF as of Q1 2023.

  • Goodwin Investment Advisory reported no remaining Sun Life Financial position as of Q1 2023 after selling out during the quarter.
  • Goodwin Investment Advisory sold 109 Sun Life Financial shares in Q1 2023, an estimated $5.06K.
  • Goodwin Investment Advisory first reported a position in Sun Life Financial in Q2 2022 and held it in 3 quarters.
  • Goodwin Investment Advisory's Sun Life Financial position peaked at $5.06K in Q4 2022.
  • 381 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2023.

Based on Goodwin Investment Advisory's 13F filing for Q1 2023, filed 15 May 2023.