Prospera Financial Services’s Sun Life Financial SLF Stock Holding History

Prospera Financial Services’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	-722	Closed	-$33K	–	1469
2022 Q2	$33K	Buy	722 +62	+9%	+$3.09K	﹤0.01%	1112
2022 Q1	$37K	Buy	+660	New	+$36.4K	﹤0.01%	1499
2020 Q4	–	Sell	-652	Closed	-$27K	–	1417
2020 Q3	$27K	Buy	+652	New	+$26.4K	0.01%	815
2014 Q3	–	Sell	-10,818	Closed	-$397K	–	292
2014 Q2	$397K	Buy	10,818 +456	+4%	+$15.7K	0.11%	150
2014 Q1	$359K	Buy	+10,362	New	+$357K	0.11%	139

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 $40.9B AUM 35.96% 1-Year Est. Return

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

Prospera Financial Services's SLF Position: Q3 2022 in Review

Prospera Financial Services sold out of Sun Life Financial (SLF) in Q3 2022, closing a stake of 722 shares — an estimated $33K sold.

Prospera Financial Services first reported a position in SLF in Q1 2014 and held it in 5 quarters. The position peaked at $397K in Q2 2014. 353 funds tracked by Wall St. Rank hold SLF as of Q3 2022.

Prospera Financial Services reported no remaining Sun Life Financial position as of Q3 2022 after selling out during the quarter.
Prospera Financial Services sold 722 Sun Life Financial shares in Q3 2022, an estimated $33K.
Prospera Financial Services first reported a position in Sun Life Financial in Q1 2014 and held it in 5 quarters.
Prospera Financial Services's Sun Life Financial position peaked at $397K in Q2 2014.
353 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.