Svb Wealth LLC Sun Life Financial Inc Transaction History

Svb Wealth LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 15, 2022	SELL	$51.46 - $57.63 $880,429 - $985,991	-17,109 Closed	0 $0
Q3 2021 Nov 09, 2021	BUY	$49.24 - $53.28 $170,124 - $184,082	3,455 Added 25.3%	17,109 $880,000
Q2 2021 Aug 13, 2021	BUY	$50.05 - $54.71 $37,287 - $40,758	745 Added 5.77%	13,654 $704,000
Q1 2021 May 11, 2021	SELL	$44.19 - $51.73 $3,270 - $3,828	-74 Reduced 0.57%	12,909 $653,000
Q4 2020 Feb 10, 2021	BUY	$38.96 - $45.81 $170,917 - $200,968	4,387 Added 51.04%	12,983 $577,000
Q3 2020 Nov 10, 2020	BUY	$36.0 - $43.34 $60,984 - $73,417	1,694 Added 24.54%	8,596 $350,000
Q2 2020 Aug 05, 2020	BUY	$30.0 - $39.26 $207,060 - $270,972	6,902 New	6,902 $254,000

458

264M

3.21M

5.28M

Ticker SLF
Exchange NYSE
Sector Financial Services
Industry Insurance—Diversified
Shares Outstandng 586,121,984
Market Cap $35.9B
Description
Sun Life Financial Inc., a financial services company, provides insurance, wealth, and asset management solutions to individuals and corporate clients worldwide. It offers term and permanent life, as well as personal health, dental, critical illness, long-term care, and disability insurance products. The company also provides reinsurance product...

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