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Summit Wealth Group’s Sun Life Financial SLF Stock Holding History

Summit Wealth 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
2023
Q2 		– Sell
-25,405
Closed -$1K – 231
2023
Q1 		$1K Buy
+25,405
New +$1.22M 0.02% 140

Other funds holding SLF

Royal Bank of Canada
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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
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
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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Summit Wealth Group's SLF Position: Q2 2023 in Review

Summit Wealth Group sold out of Sun Life Financial (SLF) in Q2 2023, closing a stake of 25,405 shares — an estimated $1K sold.

Summit Wealth Group first reported a position in SLF in Q1 2023 and held it in 1 quarter. The position peaked at $1K in Q1 2023. 382 funds tracked by Wall St. Rank hold SLF as of Q2 2023.

  • Summit Wealth Group reported no remaining Sun Life Financial position as of Q2 2023 after selling out during the quarter.
  • Summit Wealth Group sold 25,405 Sun Life Financial shares in Q2 2023, an estimated $1K.
  • Summit Wealth Group first reported a position in Sun Life Financial in Q1 2023 and held it in 1 quarter.
  • Summit Wealth Group's Sun Life Financial position peaked at $1K in Q1 2023.
  • 382 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.