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WealthSource Partners’s Manulife Financial MFC Stock Holding History

WealthSource Partners’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
Q2 		– Sell
-14,272
Closed -$262K – 515
2023
Q1 		$262K Sell
14,272
-643
-4% -$12.2K 0.02% 429
2022
Q4 		$266K Sell
14,915
-50
-0.3% -$853 0.02% 417
2022
Q3 		$234K Sell
14,965
-1,011
-6% -$17.7K 0.02% 435
2022
Q2 		$277K Sell
15,976
-246
-2% -$4.65K 0.02% 414
2022
Q1 		$346K Buy
16,222
+260
+2% +$5.33K 0.02% 418
2021
Q4 		$304K Sell
15,962
-194
-1% -$3.76K 0.02% 432
2021
Q3 		$311K Buy
16,156
+6
+0% +$117 0.03% 386
2021
Q2 		$318K Sell
16,150
-195
-1% -$4.08K 0.03% 349
2021
Q1 		$351K Buy
16,345
+5
+0% +$100 0.04% 312
2020
Q4 		$291K Sell
16,340
-2,445
-13% -$39K 0.03% 292
2020
Q3 		$261K Sell
18,785
-975
-5% -$14K 0.03% 290
2020
Q2 		$269K Sell
19,760
-150
-0.8% -$1.89K 0.04% 262
2020
Q1 		$250K Sell
19,910
-1,478
-7% -$25.7K 0.04% 265
2019
Q4 		$434K Sell
21,388
-9,249
-30% -$177K 0.06% 252
2019
Q3 		$562K Buy
30,637
+4,322
+16% +$76.3K 0.08% 218
2019
Q2 		$478K Buy
+26,315
New +$468K 0.08% 243

Other funds holding MFC

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 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

WealthSource Partners's MFC Position: Q2 2023 in Review

WealthSource Partners sold out of Manulife Financial (MFC) in Q2 2023, closing a stake of 14,272 shares — an estimated $262K sold.

WealthSource Partners first reported a position in MFC in Q2 2019 and held it in 16 quarters. The position peaked at $562K in Q3 2019. 539 funds tracked by Wall St. Rank hold MFC as of Q2 2023.

  • WealthSource Partners reported no remaining Manulife Financial position as of Q2 2023 after selling out during the quarter.
  • WealthSource Partners sold 14,272 Manulife Financial shares in Q2 2023, an estimated $262K.
  • WealthSource Partners first reported a position in Manulife Financial in Q2 2019 and held it in 16 quarters.
  • WealthSource Partners's Manulife Financial position peaked at $562K in Q3 2019.
  • 539 funds tracked by Wall St. Rank held Manulife Financial as of Q2 2023.

Based on WealthSource Partners's 13F filing for Q2 2023, filed 15 Aug 2023.