Phoenix Wealth Advisors’s Manulife Financial MFC Stock Holding History

Phoenix Wealth Advisors’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
2021 Q4	–	Sell	-560	Closed	-$11K	–	262
2021 Q3	$11K	Hold	560	–	–	0.01%	297
2021 Q2	$11K	Hold	560	–	–	0.01%	292
2021 Q1	$12K	Hold	560	–	–	0.01%	286
2020 Q4	$10K	Buy	+560	New	+$8.94K	0.01%	296

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

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Phoenix Wealth Advisors's MFC Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of Manulife Financial (MFC) in Q4 2021, closing a stake of 560 shares — an estimated $11K sold.

Phoenix Wealth Advisors first reported a position in MFC in Q4 2020 and held it in 4 quarters. The position peaked at $12K in Q1 2021. 498 funds tracked by Wall St. Rank hold MFC as of Q4 2021.

Phoenix Wealth Advisors reported no remaining Manulife Financial position as of Q4 2021 after selling out during the quarter.
Phoenix Wealth Advisors sold 560 Manulife Financial shares in Q4 2021, an estimated $11K.
Phoenix Wealth Advisors first reported a position in Manulife Financial in Q4 2020 and held it in 4 quarters.
Phoenix Wealth Advisors's Manulife Financial position peaked at $12K in Q1 2021.
498 funds tracked by Wall St. Rank held Manulife Financial as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.