Tradition Wealth Management’s Manulife Financial MFC Stock Holding History

Tradition Wealth Management’s Portfolio MFC Stock Details MFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-671	Closed	-$15K	–	866
2023 Q4	$15K	Hold	671	–	–	﹤0.01%	910
2023 Q3	$12K	Hold	671	–	–	﹤0.01%	975
2023 Q2	$13K	Hold	671	–	–	﹤0.01%	984
2023 Q1	$12K	Hold	671	–	–	﹤0.01%	962
2022 Q4	$12K	Sell	671 -56	-8%	-$955	﹤0.01%	865
2022 Q3	$11K	Hold	727	–	–	﹤0.01%	909
2022 Q2	$13K	Sell	727 -1,264	-63%	-$23.9K	﹤0.01%	761
2022 Q1	$43K	Buy	1,991 +1,264	+174%	+$25.9K	0.01%	549
2021 Q4	$14K	Hold	727	–	–	﹤0.01%	817
2021 Q3	$14K	Hold	727	–	–	﹤0.01%	815
2021 Q2	$14K	Buy	+727	New	+$15.2K	﹤0.01%	854

Other funds holding MFC

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

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

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

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 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

BGC

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

Norges Bank Oslo, Norway $1T AUM

Tradition Wealth Management's MFC Position: Q1 2024 in Review

Tradition Wealth Management sold out of Manulife Financial (MFC) in Q1 2024, closing a stake of 671 shares — an estimated $15K sold.

Tradition Wealth Management first reported a position in MFC in Q2 2021 and held it in 11 quarters. The position peaked at $43K in Q1 2022. 634 funds tracked by Wall St. Rank hold MFC as of Q1 2024.

Tradition Wealth Management reported no remaining Manulife Financial position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 671 Manulife Financial shares in Q1 2024, an estimated $15K.
Tradition Wealth Management first reported a position in Manulife Financial in Q2 2021 and held it in 11 quarters.
Tradition Wealth Management's Manulife Financial position peaked at $43K in Q1 2022.
634 funds tracked by Wall St. Rank held Manulife Financial as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.