WIM
MFC icon

WealthPlan Investment Management’s Manulife Financial MFC Stock Holding History

WealthPlan Investment 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
2023
Q3 		– Sell
-275
Closed -$5.2K – 263
2023
Q2 		$5.2K Hold
275
– – ﹤0.01% 300
2023
Q1 		$5.05K Buy
+275
New +$5.23K ﹤0.01% 368

Other funds holding MFC

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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 $115B AUM 41.58% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

WealthPlan Investment Management's MFC Position: Q3 2023 in Review

WealthPlan Investment Management sold out of Manulife Financial (MFC) in Q3 2023, closing a stake of 275 shares — an estimated $5.2K sold.

WealthPlan Investment Management first reported a position in MFC in Q1 2023 and held it in 2 quarters. The position peaked at $5.2K in Q2 2023. 542 funds tracked by Wall St. Rank hold MFC as of Q3 2023.

  • WealthPlan Investment Management reported no remaining Manulife Financial position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 275 Manulife Financial shares in Q3 2023, an estimated $5.2K.
  • WealthPlan Investment Management first reported a position in Manulife Financial in Q1 2023 and held it in 2 quarters.
  • WealthPlan Investment Management's Manulife Financial position peaked at $5.2K in Q2 2023.
  • 542 funds tracked by Wall St. Rank held Manulife Financial as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.