Sutton Wealth Advisors’s Sun Life Financial SLF Stock Holding History

Sutton Wealth Advisors’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 Q3	$26.9K	Hold	552	–	–	0.01%	315
2023 Q2	$28.8K	Hold	552	–	–	0.01%	296
2023 Q1	$25.8K	Hold	552	–	–	0.01%	275
2022 Q4	$25.6K	Hold	552	–	–	0.01%	596
2022 Q3	$21.9K	Hold	552	–	–	0.01%	631
2022 Q2	$25.3K	Hold	552	–	–	0.01%	591
2022 Q1	$30.8K	Hold	552	–	–	0.01%	568
2021 Q4	$30.7K	Hold	552	–	–	0.01%	568
2021 Q3	$28.4K	Hold	552	–	–	0.01%	584
2021 Q2	$28.4K	Hold	552	–	–	0.01%	591
2021 Q1	$27.9K	Hold	552	–	–	0.01%	579
2020 Q4	$24.5K	Hold	552	–	–	0.01%	554
2020 Q3	$22.5K	Hold	552	–	–	0.01%	509
2020 Q2	$20.3K	Hold	552	–	–	0.01%	528
2020 Q1	$17.7K	Buy	+552	New	+$23.6K	0.01%	508

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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 Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Sutton Wealth Advisors's SLF Position: Q3 2023 in Review

Sutton Wealth Advisors held its Sun Life Financial (SLF) position steady in Q3 2023 at 552 shares worth $26.9K. The position accounts for 0.01% of the portfolio, ranked #315.

Sutton Wealth Advisors first reported a position in SLF in Q1 2020 and has held it in 15 quarters since. The position peaked at $30.8K in Q1 2022. 380 funds tracked by Wall St. Rank hold SLF as of Q3 2023.

Sutton Wealth Advisors held 552 shares of Sun Life Financial worth $26.9K as of Q3 2023.
Sutton Wealth Advisors left its Sun Life Financial share count unchanged in Q3 2023.
Sun Life Financial made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #315 holding.
Sutton Wealth Advisors first reported a position in Sun Life Financial in Q1 2020 and has held it in 15 quarters since.
Sutton Wealth Advisors's Sun Life Financial position peaked at $30.8K in Q1 2022.
380 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.