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Safeguard Investment Advisory Group’s Sun Life Financial SLF Stock Holding History

Safeguard Investment Advisory Group’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
-192
Closed -$8K – 601
2020
Q4 		$8K Buy
+192
New +$8.32K 0.01% 457

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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

Safeguard Investment Advisory Group's SLF Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Sun Life Financial (SLF) in Q1 2021, closing a stake of 192 shares — an estimated $8K sold.

Safeguard Investment Advisory Group first reported a position in SLF in Q4 2020 and held it in 1 quarter. The position peaked at $8K in Q4 2020. 346 funds tracked by Wall St. Rank hold SLF as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Sun Life Financial position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 192 Sun Life Financial shares in Q1 2021, an estimated $8K.
  • Safeguard Investment Advisory Group first reported a position in Sun Life Financial in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Sun Life Financial position peaked at $8K in Q4 2020.
  • 346 funds tracked by Wall St. Rank held Sun Life Financial as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.