WIA
MFC icon

Wetzel Investment Advisors’s Manulife Financial MFC Stock Holding History

Wetzel Investment Advisors’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
2024
Q3 		– Sell
-736
Closed -$18.4K – 588
2024
Q2 		$18.4K Hold
736
– – 0.01% 359
2024
Q1 		$16.9K Hold
736
– – 0.01% 407
2023
Q4 		$16K Buy
+736
New +$14.1K 0.01% 421

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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Wetzel Investment Advisors's MFC Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Manulife Financial (MFC) in Q3 2024, closing a stake of 736 shares — an estimated $18.4K sold.

Wetzel Investment Advisors first reported a position in MFC in Q4 2023 and held it in 3 quarters. The position peaked at $18.4K in Q2 2024. 668 funds tracked by Wall St. Rank hold MFC as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Manulife Financial position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 736 Manulife Financial shares in Q3 2024, an estimated $18.4K.
  • Wetzel Investment Advisors first reported a position in Manulife Financial in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Manulife Financial position peaked at $18.4K in Q2 2024.
  • 668 funds tracked by Wall St. Rank held Manulife Financial as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.