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Guardian Wealth Advisors (North Carolina)’s Manulife Financial MFC Stock Holding History

Guardian Wealth Advisors (North Carolina)’s Portfolio MFC Stock Details MFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-7,963
Closed -$212K – 463
2024
Q2 		$212K Buy
+7,963
New +$199K 0.02% 250

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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s MFC Position: Q3 2024 in Review

Guardian Wealth Advisors (North Carolina) sold out of Manulife Financial (MFC) in Q3 2024, closing a stake of 7,963 shares — an estimated $212K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in MFC in Q2 2024 and held it in 1 quarter. The position peaked at $212K in Q2 2024. 668 funds tracked by Wall St. Rank hold MFC as of Q3 2024.

  • Guardian Wealth Advisors (North Carolina) reported no remaining Manulife Financial position as of Q3 2024 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 7,963 Manulife Financial shares in Q3 2024, an estimated $212K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Manulife Financial in Q2 2024 and held it in 1 quarter.
  • Guardian Wealth Advisors (North Carolina)'s Manulife Financial position peaked at $212K in Q2 2024.
  • 668 funds tracked by Wall St. Rank held Manulife Financial as of Q3 2024.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q3 2024, filed 14 Nov 2024.