HWA
SLF icon

HHM Wealth Advisors’s Sun Life Financial SLF Stock Holding History

HHM Wealth Advisors’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
-1,263
Closed -$61.9K – 824
2024
Q2 		$61.9K Hold
1,263
– – 0.01% 308
2024
Q1 		$68.9K Hold
1,263
– – 0.01% 259
2023
Q4 		$65.5K Hold
1,263
– – 0.01% 259
2023
Q3 		$61.6K Buy
+1,263
New +$63.3K 0.01% 250
2023
Q2 		– Sell
-33
Closed -$1.54K – 850
2023
Q1 		$1.54K Hold
33
– – ﹤0.01% 744
2022
Q4 		$1.53K Buy
+33
New +$1.46K ﹤0.01% 628

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
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

HHM Wealth Advisors's SLF Position: Q3 2024 in Review

HHM Wealth Advisors sold out of Sun Life Financial (SLF) in Q3 2024, closing a stake of 1,263 shares — an estimated $61.9K sold.

HHM Wealth Advisors first reported a position in SLF in Q4 2022 and held it in 6 quarters. The position peaked at $68.9K in Q1 2024. 421 funds tracked by Wall St. Rank hold SLF as of Q3 2024.

  • HHM Wealth Advisors reported no remaining Sun Life Financial position as of Q3 2024 after selling out during the quarter.
  • HHM Wealth Advisors sold 1,263 Sun Life Financial shares in Q3 2024, an estimated $61.9K.
  • HHM Wealth Advisors first reported a position in Sun Life Financial in Q4 2022 and held it in 6 quarters.
  • HHM Wealth Advisors's Sun Life Financial position peaked at $68.9K in Q1 2024.
  • 421 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2024.

Based on HHM Wealth Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.