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Meridian Wealth Partners’s Manulife Financial MFC Stock Holding History

Meridian Wealth Partners’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
-242
Closed -$5K – 785
2021
Q1 		$5K Buy
+242
New +$4.82K ﹤0.01% 692

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Vanguard Group
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JFL
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Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Meridian Wealth Partners's MFC Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Manulife Financial (MFC) in Q2 2021, closing a stake of 242 shares — an estimated $5K sold.

Meridian Wealth Partners first reported a position in MFC in Q1 2021 and held it in 1 quarter. The position peaked at $5K in Q1 2021. 465 funds tracked by Wall St. Rank hold MFC as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Manulife Financial position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 242 Manulife Financial shares in Q2 2021, an estimated $5K.
  • Meridian Wealth Partners first reported a position in Manulife Financial in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's Manulife Financial position peaked at $5K in Q1 2021.
  • 465 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.