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WealthShield Partners’s Sun Life Financial SLF Stock Holding History

WealthShield Partners’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
2021
Q2 		– Sell
-64
Closed -$3K – 1097
2021
Q1 		$3K Buy
+64
New +$3.13K ﹤0.01% 1037

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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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

WealthShield Partners's SLF Position: Q2 2021 in Review

WealthShield Partners sold out of Sun Life Financial (SLF) in Q2 2021, closing a stake of 64 shares — an estimated $3K sold.

WealthShield Partners first reported a position in SLF in Q1 2021 and held it in 1 quarter. The position peaked at $3K in Q1 2021. 325 funds tracked by Wall St. Rank hold SLF as of Q2 2021.

  • WealthShield Partners reported no remaining Sun Life Financial position as of Q2 2021 after selling out during the quarter.
  • WealthShield Partners sold 64 Sun Life Financial shares in Q2 2021, an estimated $3K.
  • WealthShield Partners first reported a position in Sun Life Financial in Q1 2021 and held it in 1 quarter.
  • WealthShield Partners's Sun Life Financial position peaked at $3K in Q1 2021.
  • 325 funds tracked by Wall St. Rank held Sun Life Financial as of Q2 2021.

Based on WealthShield Partners's 13F filing for Q2 2021, filed 6 Aug 2021.