HighMark Wealth Management’s Manulife Financial MFC Stock Holding History

HighMark Wealth Management’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
2021 Q2	–	Sell	-1	Closed	-$4K	–	519
2021 Q1	$4K	Sell	1 -200	-100%	-$3.98K	﹤0.01%	359
2020 Q4	$4K	Buy	201 +2	+1%	+$32	﹤0.01%	358
2020 Q3	$3K	Buy	199 +3	+2%	+$43	﹤0.01%	368
2020 Q2	$3K	Buy	196 +2	+1%	+$25	﹤0.01%	365
2020 Q1	$2K	Buy	194 +4	+2%	+$69	﹤0.01%	300
2019 Q4	$3K	Buy	+190	New	+$3.63K	﹤0.01%	327

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

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

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

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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

HighMark Wealth Management's MFC Position: Q2 2021 in Review

HighMark Wealth Management sold out of Manulife Financial (MFC) in Q2 2021, closing a stake of 1 share — an estimated $4K sold.

HighMark Wealth Management first reported a position in MFC in Q4 2019 and held it in 6 quarters. The position peaked at $4K in Q1 2021. 466 funds tracked by Wall St. Rank hold MFC as of Q2 2021.

HighMark Wealth Management reported no remaining Manulife Financial position as of Q2 2021 after selling out during the quarter.
HighMark Wealth Management sold 1 Manulife Financial share in Q2 2021, an estimated $4K.
HighMark Wealth Management first reported a position in Manulife Financial in Q4 2019 and held it in 6 quarters.
HighMark Wealth Management's Manulife Financial position peaked at $4K in Q1 2021.
466 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2021.

Based on HighMark Wealth Management's 13F filing for Q2 2021, filed 2 Aug 2021.