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Okabena Investment Services’s Manulife Financial MFC Stock Holding History

Okabena Investment Services’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
-159
Closed -$2.92K – 201
2023
Q1 		$2.92K Hold
159
– – ﹤0.01% 150
2022
Q4 		$2.84K Buy
+159
New +$2.71K ﹤0.01% 177

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Bank of Montreal
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Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Bank of Nova Scotia
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
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Okabena Investment Services's MFC Position: Q2 2023 in Review

Okabena Investment Services sold out of Manulife Financial (MFC) in Q2 2023, closing a stake of 159 shares — an estimated $2.92K sold.

Okabena Investment Services first reported a position in MFC in Q4 2022 and held it in 2 quarters. The position peaked at $2.92K in Q1 2023. 539 funds tracked by Wall St. Rank hold MFC as of Q2 2023.

  • Okabena Investment Services reported no remaining Manulife Financial position as of Q2 2023 after selling out during the quarter.
  • Okabena Investment Services sold 159 Manulife Financial shares in Q2 2023, an estimated $2.92K.
  • Okabena Investment Services first reported a position in Manulife Financial in Q4 2022 and held it in 2 quarters.
  • Okabena Investment Services's Manulife Financial position peaked at $2.92K in Q1 2023.
  • 539 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2023.

Based on Okabena Investment Services's 13F filing for Q2 2023, filed 14 Aug 2023.