VisionPoint Advisory Group’s Manulife Financial MFC Stock Holding History

VisionPoint Advisory Group’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
2023 Q4	–	Sell	-5,831	Closed	-$107K	–	819
2023 Q3	$107K	Buy	+5,831	New	+$110K	0.05%	186

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

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

BGC

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

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

Norges Bank Oslo, Norway $1T AUM

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

VisionPoint Advisory Group's MFC Position: Q4 2023 in Review

VisionPoint Advisory Group sold out of Manulife Financial (MFC) in Q4 2023, closing a stake of 5,831 shares — an estimated $107K sold.

VisionPoint Advisory Group first reported a position in MFC in Q3 2023 and held it in 1 quarter. The position peaked at $107K in Q3 2023. 594 funds tracked by Wall St. Rank hold MFC as of Q4 2023.

VisionPoint Advisory Group reported no remaining Manulife Financial position as of Q4 2023 after selling out during the quarter.
VisionPoint Advisory Group sold 5,831 Manulife Financial shares in Q4 2023, an estimated $107K.
VisionPoint Advisory Group first reported a position in Manulife Financial in Q3 2023 and held it in 1 quarter.
VisionPoint Advisory Group's Manulife Financial position peaked at $107K in Q3 2023.
594 funds tracked by Wall St. Rank held Manulife Financial as of Q4 2023.

Based on VisionPoint Advisory Group's 13F filing for Q4 2023, filed 7 Feb 2024.