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Richard W. Paul & Associates’s Sun Life Financial SLF Stock Holding History

Richard W. Paul & Associates’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
2023
Q4 		– Sell
-140
Closed -$6.83K – 535
2023
Q3 		$6.83K Buy
+140
New +$7.02K ﹤0.01% 321

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Richard W. Paul & Associates's SLF Position: Q4 2023 in Review

Richard W. Paul & Associates sold out of Sun Life Financial (SLF) in Q4 2023, closing a stake of 140 shares — an estimated $6.83K sold.

Richard W. Paul & Associates first reported a position in SLF in Q3 2023 and held it in 1 quarter. The position peaked at $6.83K in Q3 2023. 398 funds tracked by Wall St. Rank hold SLF as of Q4 2023.

  • Richard W. Paul & Associates reported no remaining Sun Life Financial position as of Q4 2023 after selling out during the quarter.
  • Richard W. Paul & Associates sold 140 Sun Life Financial shares in Q4 2023, an estimated $6.83K.
  • Richard W. Paul & Associates first reported a position in Sun Life Financial in Q3 2023 and held it in 1 quarter.
  • Richard W. Paul & Associates's Sun Life Financial position peaked at $6.83K in Q3 2023.
  • 398 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2023.

Based on Richard W. Paul & Associates's 13F filing for Q4 2023, filed 23 Jan 2024.