MinichMacGregor Wealth Management’s Manulife Financial MFC Stock Holding History

MinichMacGregor Wealth Management’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 Q1	–	Sell	-1,420	Closed	-$25.3K	–	413
2022 Q4	$25.3K	Buy	+1,420	New	+$24.2K	0.01%	267
2018 Q4	–	Sell	-1,176	Closed	-$21K	–	333
2018 Q3	$21K	Hold	1,176	–	–	0.01%	212
2018 Q2	$20K	Hold	1,176	–	–	0.01%	216
2018 Q1	$21K	Hold	1,176	–	–	0.02%	208
2017 Q4	$24K	Hold	1,176	–	–	0.02%	182
2017 Q3	$23K	Hold	1,176	–	–	0.02%	183
2017 Q2	$22K	Buy	1,176 +114	+11%	+$2.01K	0.02%	176
2017 Q1	$18K	Hold	1,062	–	–	0.02%	196
2016 Q4	$18K	Hold	1,062	–	–	0.02%	187
2016 Q3	$14K	Hold	1,062	–	–	0.01%	223
2016 Q2	$14K	Hold	1,062	–	–	0.01%	212
2016 Q1	$15K	Buy	1,062 +598	+129%	+$8.01K	0.01%	204
2015 Q4	$8K	Buy	+464	New	+$7.48K	0.01%	256

Other funds holding MFC

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

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

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

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

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 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

Norges Bank Oslo, Norway $1T AUM

MinichMacGregor Wealth Management's MFC Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Manulife Financial (MFC) in Q1 2023, closing a stake of 1,420 shares — an estimated $25.3K sold.

MinichMacGregor Wealth Management first reported a position in MFC in Q4 2015 and held it in 13 quarters. The position peaked at $25.3K in Q4 2022. 529 funds tracked by Wall St. Rank hold MFC as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Manulife Financial position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 1,420 Manulife Financial shares in Q1 2023, an estimated $25.3K.
MinichMacGregor Wealth Management first reported a position in Manulife Financial in Q4 2015 and held it in 13 quarters.
MinichMacGregor Wealth Management's Manulife Financial position peaked at $25.3K in Q4 2022.
529 funds tracked by Wall St. Rank held Manulife Financial as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.