Level Financial Advisors’s Manulife Financial MFC Stock Holding History

Level Financial Advisors’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 Q2	–	Sell	-234	Closed	-$4.3K	–	287
2023 Q1	$4.3K	Hold	234	–	–	﹤0.01%	195
2022 Q4	$4K	Hold	234	–	–	﹤0.01%	201
2022 Q3	$4K	Hold	234	–	–	﹤0.01%	200
2022 Q2	$4K	Hold	234	–	–	﹤0.01%	224
2022 Q1	$5K	Hold	234	–	–	﹤0.01%	186
2021 Q4	$4K	Buy	+234	New	+$4.53K	﹤0.01%	217

Other funds holding MFC

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 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

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

Norges Bank Oslo, Norway $1T AUM

Level Financial Advisors's MFC Position: Q2 2023 in Review

Level Financial Advisors sold out of Manulife Financial (MFC) in Q2 2023, closing a stake of 234 shares — an estimated $4.3K sold.

Level Financial Advisors first reported a position in MFC in Q4 2021 and held it in 6 quarters. The position peaked at $5K in Q1 2022. 539 funds tracked by Wall St. Rank hold MFC as of Q2 2023.

Level Financial Advisors reported no remaining Manulife Financial position as of Q2 2023 after selling out during the quarter.
Level Financial Advisors sold 234 Manulife Financial shares in Q2 2023, an estimated $4.3K.
Level Financial Advisors first reported a position in Manulife Financial in Q4 2021 and held it in 6 quarters.
Level Financial Advisors's Manulife Financial position peaked at $5K in Q1 2022.
539 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2023.

Based on Level Financial Advisors's 13F filing for Q2 2023, filed 14 Jul 2023.