Laurel Wealth Planning’s Sun Life Financial SLF Stock Holding History

Laurel Wealth Planning’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
2023 Q1	–	Sell	-242	Closed	-$11.2K	–	174
2022 Q4	$11.2K	Hold	242	–	–	0.01%	154
2022 Q3	$10K	Hold	242	–	–	0.01%	159
2022 Q2	$11K	Hold	242	–	–	0.01%	162
2022 Q1	$14K	Hold	242	–	–	0.01%	177
2021 Q4	$13K	Hold	242	–	–	0.01%	134
2021 Q3	$12K	Buy	+242	New	+$12.4K	0.01%	136

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Laurel Wealth Planning's SLF Position: Q1 2023 in Review

Laurel Wealth Planning sold out of Sun Life Financial (SLF) in Q1 2023, closing a stake of 242 shares — an estimated $11.2K sold.

Laurel Wealth Planning first reported a position in SLF in Q3 2021 and held it in 6 quarters. The position peaked at $14K in Q1 2022. 381 funds tracked by Wall St. Rank hold SLF as of Q1 2023.

Laurel Wealth Planning reported no remaining Sun Life Financial position as of Q1 2023 after selling out during the quarter.
Laurel Wealth Planning sold 242 Sun Life Financial shares in Q1 2023, an estimated $11.2K.
Laurel Wealth Planning first reported a position in Sun Life Financial in Q3 2021 and held it in 6 quarters.
Laurel Wealth Planning's Sun Life Financial position peaked at $14K in Q1 2022.
381 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.