Total Clarity Wealth Management’s Sun Life Financial SLF Stock Holding History

Total Clarity 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	-500	Closed	-$23K	–	846
2022 Q2	$23K	Buy	+500	New	+$24.9K	0.01%	530
2022 Q1	–	Sell	-500	Closed	-$28K	–	783
2021 Q4	$28K	Hold	500	–	–	0.01%	505
2021 Q3	$26K	Buy	+500	New	+$25.7K	0.01%	515
2021 Q2	–	Sell	-500	Closed	-$25K	–	643
2021 Q1	$25K	Buy	+500	New	+$24.5K	0.01%	436
2020 Q1	–	Sell	-500	Closed	-$23K	–	525
2019 Q4	$23K	Buy	+500	New	+$22.5K	0.02%	380

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Total Clarity Wealth Management's SLF Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of Sun Life Financial (SLF) in Q3 2022, closing a stake of 500 shares — an estimated $23K sold.

Total Clarity Wealth Management first reported a position in SLF in Q4 2019 and held it in 5 quarters. The position peaked at $28K in Q4 2021. 354 funds tracked by Wall St. Rank hold SLF as of Q3 2022.

Total Clarity Wealth Management reported no remaining Sun Life Financial position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 500 Sun Life Financial shares in Q3 2022, an estimated $23K.
Total Clarity Wealth Management first reported a position in Sun Life Financial in Q4 2019 and held it in 5 quarters.
Total Clarity Wealth Management's Sun Life Financial position peaked at $28K in Q4 2021.
354 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.