SWM
SLF icon

SeaCrest Wealth Management’s Sun Life Financial SLF Stock Holding History

SeaCrest Wealth Management’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
-3,533
Closed -$162K – 1369
2022
Q2 		$162K Buy
+3,533
New +$176K 0.02% 685

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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Nova Scotia
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
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

SeaCrest Wealth Management's SLF Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Sun Life Financial (SLF) in Q3 2022, closing a stake of 3,533 shares — an estimated $162K sold.

SeaCrest Wealth Management first reported a position in SLF in Q2 2022 and held it in 1 quarter. The position peaked at $162K in Q2 2022. 353 funds tracked by Wall St. Rank hold SLF as of Q3 2022.

  • SeaCrest Wealth Management reported no remaining Sun Life Financial position as of Q3 2022 after selling out during the quarter.
  • SeaCrest Wealth Management sold 3,533 Sun Life Financial shares in Q3 2022, an estimated $162K.
  • SeaCrest Wealth Management first reported a position in Sun Life Financial in Q2 2022 and held it in 1 quarter.
  • SeaCrest Wealth Management's Sun Life Financial position peaked at $162K in Q2 2022.
  • 353 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.