PFG Private Wealth Management’s Manulife Financial MFC Stock Holding History

PFG Private 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	-182	Closed	-$3K	–	351
2022 Q4	$3K	Hold	182	–	–	﹤0.01%	268
2022 Q3	$3K	Hold	182	–	–	﹤0.01%	272
2022 Q2	$3K	Hold	182	–	–	﹤0.01%	265
2022 Q1	$4K	Hold	182	–	–	﹤0.01%	240
2021 Q4	$3K	Hold	182	–	–	﹤0.01%	268
2021 Q3	$4K	Buy	+182	New	+$3.54K	﹤0.01%	223

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

PFG Private Wealth Management's MFC Position: Q1 2023 in Review

PFG Private Wealth Management sold out of Manulife Financial (MFC) in Q1 2023, closing a stake of 182 shares — an estimated $3K sold.

PFG Private Wealth Management first reported a position in MFC in Q3 2021 and held it in 6 quarters. The position peaked at $4K in Q1 2022. 529 funds tracked by Wall St. Rank hold MFC as of Q1 2023.

PFG Private Wealth Management reported no remaining Manulife Financial position as of Q1 2023 after selling out during the quarter.
PFG Private Wealth Management sold 182 Manulife Financial shares in Q1 2023, an estimated $3K.
PFG Private Wealth Management first reported a position in Manulife Financial in Q3 2021 and held it in 6 quarters.
PFG Private Wealth Management's Manulife Financial position peaked at $4K in Q1 2022.
529 funds tracked by Wall St. Rank held Manulife Financial as of Q1 2023.

Based on PFG Private Wealth Management's 13F filing for Q1 2023, filed 1 May 2023.