YorkBridge Wealth Partners’s Manulife Financial MFC Stock Holding History

YorkBridge Wealth 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
2022 Q4	$420K	Sell	23,536 -2,382	-9%	-$40.6K	0.11%	145
2022 Q3	$406K	Buy	+25,918	New	+$455K	0.1%	136
2019 Q3	–	Sell	-1,020	Closed	-$19K	–	468
2019 Q2	$19K	Hold	1,020	–	–	0.01%	482
2019 Q1	$17K	Hold	1,020	–	–	0.01%	486
2018 Q4	$14K	Hold	1,020	–	–	0.01%	531
2018 Q3	$18K	Hold	1,020	–	–	0.01%	544
2018 Q2	$18K	Hold	1,020	–	–	0.01%	558
2018 Q1	$19K	Hold	1,020	–	–	0.01%	540
2017 Q4	$20K	Hold	1,020	–	–	0.01%	519
2017 Q3	$21K	Hold	1,020	–	–	0.01%	516
2017 Q2	$19K	Hold	1,020	–	–	0.01%	524
2017 Q1	$18K	Hold	1,020	–	–	0.01%	531
2016 Q4	$18K	Buy	+1,020	New	+$16.6K	0.01%	485

Other funds holding MFC

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 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

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

YorkBridge Wealth Partners's MFC Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Manulife Financial (MFC) stake by 9.2% in Q4 2022, selling an estimated $40.6K and leaving 23,536 shares worth $420K. The position accounts for 0.11% of the portfolio, ranked #145.

YorkBridge Wealth Partners first reported a position in MFC in Q4 2016 and has held it in 13 quarters since. 506 funds tracked by Wall St. Rank hold MFC as of Q4 2022.

YorkBridge Wealth Partners held 23,536 shares of Manulife Financial worth $420K as of Q4 2022.
YorkBridge Wealth Partners sold 2,382 Manulife Financial shares in Q4 2022, an estimated $40.6K.
Manulife Financial made up 0.11% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #145 holding.
YorkBridge Wealth Partners first reported a position in Manulife Financial in Q4 2016 and has held it in 13 quarters since.
506 funds tracked by Wall St. Rank held Manulife Financial as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.