High Net Worth Advisory Group’s Manulife Financial MFC Stock Holding History

High Net Worth Advisory Group’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
2023 Q1	–	Sell	-308	Closed	-$5.5K	–	423
2022 Q4	$5.5K	Sell	308 -474	-61%	-$8.08K	﹤0.01%	535
2022 Q3	$12K	Buy	782 +474	+154%	+$8.31K	0.01%	512
2022 Q2	$5K	Hold	308	–	–	﹤0.01%	587
2022 Q1	$7K	Hold	308	–	–	﹤0.01%	565
2021 Q4	$6K	Buy	+308	New	+$5.96K	﹤0.01%	585

Other funds holding MFC

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

High Net Worth Advisory Group's MFC Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Manulife Financial (MFC) in Q1 2023, closing a stake of 308 shares — an estimated $5.5K sold.

High Net Worth Advisory Group first reported a position in MFC in Q4 2021 and held it in 5 quarters. The position peaked at $12K in Q3 2022. 529 funds tracked by Wall St. Rank hold MFC as of Q1 2023.

High Net Worth Advisory Group reported no remaining Manulife Financial position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 308 Manulife Financial shares in Q1 2023, an estimated $5.5K.
High Net Worth Advisory Group first reported a position in Manulife Financial in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's Manulife Financial position peaked at $12K in Q3 2022.
529 funds tracked by Wall St. Rank held Manulife Financial as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.