Milestone Investment Advisors’s Manulife Financial MFC Stock Holding History

Milestone Investment 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	-40	Closed	-$735	–	307
2023 Q1	$735	Buy	+40	New	+$761	﹤0.01%	432

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

Milestone Investment Advisors's MFC Position: Q2 2023 in Review

Milestone Investment Advisors sold out of Manulife Financial (MFC) in Q2 2023, closing a stake of 40 shares — an estimated $735 sold.

Milestone Investment Advisors first reported a position in MFC in Q1 2023 and held it in 1 quarter. The position peaked at $735 in Q1 2023. 539 funds tracked by Wall St. Rank hold MFC as of Q2 2023.

Milestone Investment Advisors reported no remaining Manulife Financial position as of Q2 2023 after selling out during the quarter.
Milestone Investment Advisors sold 40 Manulife Financial shares in Q2 2023, an estimated $735.
Milestone Investment Advisors first reported a position in Manulife Financial in Q1 2023 and held it in 1 quarter.
Milestone Investment Advisors's Manulife Financial position peaked at $735 in Q1 2023.
539 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2023.

Based on Milestone Investment Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.