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Laurel Wealth Advisors (California)’s Manulife Financial MFC Stock Holding History

Laurel Wealth Advisors (California)’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
2022
Q4 		$368K Sell
20,610
-578
-3% -$9.86K 0.04% 437
2022
Q3 		$332K Sell
21,188
-505
-2% -$8.86K 0.04% 455
2022
Q2 		$376K Sell
21,693
-130
-0.6% -$2.46K 0.04% 434
2022
Q1 		$466K Buy
21,823
+566
+3% +$11.6K 0.04% 433
2021
Q4 		$405K Sell
21,257
-441
-2% -$8.54K 0.03% 527
2021
Q3 		$417K Sell
21,698
-581
-3% -$11.3K 0.08% 273
2021
Q2 		$439K Sell
22,279
-248
-1% -$5.2K 0.06% 307
2021
Q1 		$484K Buy
22,527
+3,731
+20% +$74.3K 0.07% 259
2020
Q4 		$335K Buy
18,796
+2,525
+16% +$40.3K 0.05% 314
2020
Q3 		$226K Buy
16,271
+271
+2% +$3.88K 0.04% 366
2020
Q2 		$218K Hold
16,000
– – 0.04% 359
2020
Q1 		$201K Hold
16,000
– – 0.05% 353
2019
Q4 		$325K Sell
16,000
-237
-1% -$4.53K 0.05% 329
2019
Q3 		$298K Buy
16,237
+237
+1% +$4.19K 0.05% 342
2019
Q2 		$291K Hold
16,000
– – 0.06% 311
2019
Q1 		$271K Hold
16,000
– – 0.07% 304
2018
Q4 		$227K Hold
16,000
– – 0.07% 298
2018
Q3 		$286K Hold
16,000
– – 0.07% 292
2018
Q2 		$287K Buy
16,000
+1,000
+7% +$18.8K 0.08% 268
2018
Q1 		$278K Hold
15,000
– – 0.09% 259
2017
Q4 		$312K Hold
15,000
– – 0.09% 240
2017
Q3 		$304K Hold
15,000
– – 0.1% 211
2017
Q2 		$281K Hold
15,000
– – 0.1% 220
2017
Q1 		$266K Buy
+15,000
New +$276K 0.1% 215

Other funds holding MFC

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Bank of Nova Scotia
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
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Laurel Wealth Advisors (California)'s MFC Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its Manulife Financial (MFC) stake by 2.7% in Q4 2022, selling an estimated $9.86K and leaving 20,610 shares worth $368K. The position accounts for 0.04% of the portfolio, ranked #437.

Laurel Wealth Advisors (California) first reported a position in MFC in Q1 2017 and has held it in 24 quarters since. The position peaked at $484K in Q1 2021. 507 funds tracked by Wall St. Rank hold MFC as of Q4 2022.

  • Laurel Wealth Advisors (California) held 20,610 shares of Manulife Financial worth $368K as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 578 Manulife Financial shares in Q4 2022, an estimated $9.86K.
  • Manulife Financial made up 0.04% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #437 holding.
  • Laurel Wealth Advisors (California) first reported a position in Manulife Financial in Q1 2017 and has held it in 24 quarters since.
  • Laurel Wealth Advisors (California)'s Manulife Financial position peaked at $484K in Q1 2021.
  • 507 funds tracked by Wall St. Rank held Manulife Financial as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.