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Oxler Private Wealth’s Sun Life Financial SLF Stock Holding History

Oxler Private Wealth’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
2022
Q4 		– Sell
-1,097
Closed -$43.6K – 295
2022
Q3 		$43.6K Buy
+1,097
New +$49.2K 0.02% 211

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Oxler Private Wealth's SLF Position: Q4 2022 in Review

Oxler Private Wealth sold out of Sun Life Financial (SLF) in Q4 2022, closing a stake of 1,097 shares — an estimated $43.6K sold.

Oxler Private Wealth first reported a position in SLF in Q3 2022 and held it in 1 quarter. The position peaked at $43.6K in Q3 2022. 363 funds tracked by Wall St. Rank hold SLF as of Q4 2022.

  • Oxler Private Wealth reported no remaining Sun Life Financial position as of Q4 2022 after selling out during the quarter.
  • Oxler Private Wealth sold 1,097 Sun Life Financial shares in Q4 2022, an estimated $43.6K.
  • Oxler Private Wealth first reported a position in Sun Life Financial in Q3 2022 and held it in 1 quarter.
  • Oxler Private Wealth's Sun Life Financial position peaked at $43.6K in Q3 2022.
  • 363 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.