Patriot Financial Group Insurance Agency’s Sun Life Financial SLF Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-65	Closed	-$3K	–	1710
2022 Q2	$3K	Hold	65	–	–	﹤0.01%	1681
2022 Q1	$4K	Hold	65	–	–	﹤0.01%	1717
2021 Q4	$4K	Hold	65	–	–	﹤0.01%	1807
2021 Q3	$3K	Hold	65	–	–	﹤0.01%	1875
2021 Q2	$3K	Hold	65	–	–	﹤0.01%	1811
2021 Q1	$3K	Hold	65	–	–	﹤0.01%	1715
2020 Q4	$3K	Buy	+65	New	+$2.81K	﹤0.01%	1584

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SLF Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Sun Life Financial (SLF) in Q3 2022, closing a stake of 65 shares — an estimated $3K sold.

Patriot Financial Group Insurance Agency first reported a position in SLF in Q4 2020 and held it in 7 quarters. The position peaked at $4K in Q1 2022. 354 funds tracked by Wall St. Rank hold SLF as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Sun Life Financial position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 65 Sun Life Financial shares in Q3 2022, an estimated $3K.
Patriot Financial Group Insurance Agency first reported a position in Sun Life Financial in Q4 2020 and held it in 7 quarters.
Patriot Financial Group Insurance Agency's Sun Life Financial position peaked at $4K in Q1 2022.
354 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.