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Waldron Private Wealth’s Sun Life Financial SLF Stock Holding History

Waldron Private Wealth’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
2024
Q4 		– Sell
-186
Closed -$10.8K – 456
2024
Q3 		$10.8K Buy
+186
New +$9.72K ﹤0.01% 475

Other funds holding SLF

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Waldron Private Wealth's SLF Position: Q4 2024 in Review

Waldron Private Wealth sold out of Sun Life Financial (SLF) in Q4 2024, closing a stake of 186 shares — an estimated $10.8K sold.

Waldron Private Wealth first reported a position in SLF in Q3 2024 and held it in 1 quarter. The position peaked at $10.8K in Q3 2024. 441 funds tracked by Wall St. Rank hold SLF as of Q4 2024.

  • Waldron Private Wealth reported no remaining Sun Life Financial position as of Q4 2024 after selling out during the quarter.
  • Waldron Private Wealth sold 186 Sun Life Financial shares in Q4 2024, an estimated $10.8K.
  • Waldron Private Wealth first reported a position in Sun Life Financial in Q3 2024 and held it in 1 quarter.
  • Waldron Private Wealth's Sun Life Financial position peaked at $10.8K in Q3 2024.
  • 441 funds tracked by Wall St. Rank held Sun Life Financial as of Q4 2024.

Based on Waldron Private Wealth's 13F filing for Q4 2024, filed 24 Jan 2025.