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Regent Peak Wealth Advisors’s Sun Life Financial SLF Stock Holding History

Regent Peak 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
Q1 		– Sell
-64
Closed -$3K – 843
2020
Q4 		$3K Buy
+64
New +$2.77K ﹤0.01% 773

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Regent Peak Wealth Advisors's SLF Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Sun Life Financial (SLF) in Q1 2021, closing a stake of 64 shares — an estimated $3K sold.

Regent Peak Wealth Advisors first reported a position in SLF in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 346 funds tracked by Wall St. Rank hold SLF as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Sun Life Financial position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 64 Sun Life Financial shares in Q1 2021, an estimated $3K.
  • Regent Peak Wealth Advisors first reported a position in Sun Life Financial in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Sun Life Financial position peaked at $3K in Q4 2020.
  • 346 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.