SLF
WFC icon

Sun Life Financial’s Wells Fargo WFC Stock Holding History

Sun Life Financial’s Portfolio WFC Stock Details WFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-2,438
Closed -$95K – 481
2021
Q1 		$95K Sell
2,438
-1
-0% -$35 0.01% 144
2020
Q4 		$74K Sell
2,439
-16
-0.7% -$414 0.01% 148
2020
Q3 		$58K Sell
2,455
-12,790
-84% -$315K 0.01% 151
2020
Q2 		$390K Buy
15,245
+146
+1% +$4K 0.08% 95
2020
Q1 		$433K Buy
15,099
+755
+5% +$32.1K 0.11% 68
2019
Q4 		$772K Sell
14,344
-7,753
-35% -$406K 0.21% 47
2019
Q3 		$1.11M Buy
22,097
+18,815
+573% +$886K 0.29% 47
2019
Q2 		$155K Sell
3,282
-3,677
-53% -$172K 0.04% 202
2019
Q1 		$336K Sell
6,959
-5,015
-42% -$247K 0.07% 142
2018
Q4 		$552K Buy
11,974
+35
+0.3% +$1.79K 0.12% 96
2018
Q3 		$628K Buy
11,939
+57
+0.5% +$3.25K 0.11% 105
2018
Q2 		$659K Buy
11,882
+10,831
+1,031% +$580K 0.09% 101
2018
Q1 		$20K Sell
1,051
-8,670
-89% -$515K 0.18% 71
2017
Q4 		$590K Sell
9,721
-23,127
-70% -$1.31M 0.06% 106
2017
Q3 		$1.81M Sell
32,848
-271
-0.8% -$14.4K 0.18% 51
2017
Q2 		$1.83M Buy
33,119
+32,984
+24,433% +$1.77M 0.2% 44
2017
Q1 		$2.43K Buy
135
+1
+0.7% +$57 0.01% 113
2016
Q4 		$2.43K Buy
+134
New +$6.74K 0.03% 70
2016
Q2 		– Sell
-1,925
Closed -$93.1K – 143
2016
Q1 		$93.1K Buy
+1,925
New +$94.3K 0.18% 19
2014
Q3 		– Sell
-12,264
Closed -$645K – 91
2014
Q2 		$645K Hold
12,264
– – 0.07% 85
2014
Q1 		$610K Sell
12,264
-28,128
-70% -$1.31M 0.06% 91
2013
Q4 		$1.83M Sell
40,392
-7,116
-15% -$307K 0.16% 90
2013
Q3 		$1.96M Sell
47,508
-3,733
-7% -$159K 0.18% 90
2013
Q2 		$2.12M Buy
+51,241
New +$2M 0.18% 88

Other funds holding WFC

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Sun Life Financial's WFC Position: Q2 2021 in Review

Sun Life Financial sold out of Wells Fargo (WFC) in Q2 2021, closing a stake of 2,438 shares — an estimated $95K sold.

Sun Life Financial first reported a position in WFC in Q2 2013 and held it in 24 quarters. The position peaked at $2.12M in Q2 2013. 1,929 funds tracked by Wall St. Rank hold WFC as of Q2 2021.

  • Sun Life Financial reported no remaining Wells Fargo position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 2,438 Wells Fargo shares in Q2 2021, an estimated $95K.
  • Sun Life Financial first reported a position in Wells Fargo in Q2 2013 and held it in 24 quarters.
  • Sun Life Financial's Wells Fargo position peaked at $2.12M in Q2 2013.
  • 1,929 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2021.

Based on Sun Life Financial's 13F filing for Q2 2021, filed 10 Aug 2021.