Legacy Financial Group (Iowa)
SLF icon

Legacy Financial Group (Iowa)’s Sun Life Financial SLF Stock Holding History

Legacy Financial Group (Iowa)’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
Q4 		– Sell
-812
Closed -$39.6K – 433
2023
Q3 		$39.6K Buy
+812
New +$40.7K 0.01% 199

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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Legacy Financial Group (Iowa)'s SLF Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Sun Life Financial (SLF) in Q4 2023, closing a stake of 812 shares — an estimated $39.6K sold.

Legacy Financial Group (Iowa) first reported a position in SLF in Q3 2023 and held it in 1 quarter. The position peaked at $39.6K in Q3 2023. 398 funds tracked by Wall St. Rank hold SLF as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Sun Life Financial position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 812 Sun Life Financial shares in Q4 2023, an estimated $39.6K.
  • Legacy Financial Group (Iowa) first reported a position in Sun Life Financial in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Sun Life Financial position peaked at $39.6K in Q3 2023.
  • 398 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.