PWA
SLF icon

Phoenix Wealth Advisors’s Sun Life Financial SLF Stock Holding History

Phoenix Wealth Advisors’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
2021
Q4 		– Sell
-438
Closed -$23K – 320
2021
Q3 		$23K Hold
438
– – 0.02% 255
2021
Q2 		$22K Hold
438
– – 0.02% 251
2021
Q1 		$22K Hold
438
– – 0.02% 250
2020
Q4 		$19K Buy
+438
New +$19K 0.01% 264

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

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

Phoenix Wealth Advisors sold out of Sun Life Financial (SLF) in Q4 2021, closing a stake of 438 shares — an estimated $23K sold.

Phoenix Wealth Advisors first reported a position in SLF in Q4 2020 and held it in 4 quarters. The position peaked at $23K in Q3 2021. 354 funds tracked by Wall St. Rank hold SLF as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining Sun Life Financial position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 438 Sun Life Financial shares in Q4 2021, an estimated $23K.
  • Phoenix Wealth Advisors first reported a position in Sun Life Financial in Q4 2020 and held it in 4 quarters.
  • Phoenix Wealth Advisors's Sun Life Financial position peaked at $23K in Q3 2021.
  • 354 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2021.

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