TCWP’s Sun Life Financial SLF Stock Holding History

TCWP’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 Q2	–	Sell	-496	Closed	-$27K	–	1502
2022 Q1	$27K	Buy	+496	New	+$27.3K	﹤0.01%	618

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

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

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

TCWP's SLF Position: Q2 2022 in Review

TCWP sold out of Sun Life Financial (SLF) in Q2 2022, closing a stake of 496 shares — an estimated $27K sold.

TCWP first reported a position in SLF in Q1 2022 and held it in 1 quarter. The position peaked at $27K in Q1 2022. 352 funds tracked by Wall St. Rank hold SLF as of Q2 2022.

TCWP reported no remaining Sun Life Financial position as of Q2 2022 after selling out during the quarter.
TCWP sold 496 Sun Life Financial shares in Q2 2022, an estimated $27K.
TCWP first reported a position in Sun Life Financial in Q1 2022 and held it in 1 quarter.
TCWP's Sun Life Financial position peaked at $27K in Q1 2022.
352 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.