Wipfli Financial Advisors’s Sun Life Financial SLF Stock Holding History

Wipfli Financial Advisors’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
2022 Q3	$51K	Buy	+1,280	New	+$57.4K	﹤0.01%	1066

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Wipfli Financial Advisors's SLF Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Sun Life Financial (SLF) in Q3 2022: 1,280 shares worth $51K. The stake represents ﹤0.01% of the portfolio and ranks #1066 among its holdings.

353 funds tracked by Wall St. Rank hold SLF as of Q3 2022.

Wipfli Financial Advisors held 1,280 shares of Sun Life Financial worth $51K as of Q3 2022.
Sun Life Financial was a new Wipfli Financial Advisors position in Q3 2022.
Sun Life Financial made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1066 holding.
353 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.