Meridian Wealth Partners’s Sun Life Financial SLF Stock Holding History

Meridian Wealth Partners’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
2021 Q2	–	Sell	-667	Closed	-$34K	–	1065
2021 Q1	$34K	Buy	667 +91	+16%	+$4.46K	0.01%	200
2020 Q4	$26K	Hold	576	–	–	0.01%	190
2020 Q3	$23K	Hold	576	–	–	0.01%	194
2020 Q2	$21K	Buy	+576	New	+$19.8K	0.01%	193
2020 Q1	–	Sell	-576	Closed	-$26K	–	214
2019 Q4	$26K	Buy	+576	New	+$25.9K	0.02%	182

Other funds holding SLF

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

Meridian Wealth Partners sold out of Sun Life Financial (SLF) in Q2 2021, closing a stake of 667 shares — an estimated $34K sold.

Meridian Wealth Partners first reported a position in SLF in Q4 2019 and held it in 5 quarters. The position peaked at $34K in Q1 2021. 325 funds tracked by Wall St. Rank hold SLF as of Q2 2021.

Meridian Wealth Partners reported no remaining Sun Life Financial position as of Q2 2021 after selling out during the quarter.
Meridian Wealth Partners sold 667 Sun Life Financial shares in Q2 2021, an estimated $34K.
Meridian Wealth Partners first reported a position in Sun Life Financial in Q4 2019 and held it in 5 quarters.
Meridian Wealth Partners's Sun Life Financial position peaked at $34K in Q1 2021.
325 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2021.

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