AWM
HTD

Accurate Wealth Management’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

Accurate Wealth Management’s Portfolio HTD Stock Details HTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,004
Closed -$24.2K – 770
2022
Q4 		$24.2K Buy
+1,004
New +$22.5K 0.01% 626

Other funds holding HTD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Accurate Wealth Management's HTD Position: Q1 2023 in Review

Accurate Wealth Management sold out of John Hancock Tax-Advantaged Dividend Income Fund (HTD) in Q1 2023, closing a stake of 1,004 shares — an estimated $24.2K sold.

Accurate Wealth Management first reported a position in HTD in Q4 2022 and held it in 1 quarter. The position peaked at $24.2K in Q4 2022. 81 funds tracked by Wall St. Rank hold HTD as of Q1 2023.

  • Accurate Wealth Management reported no remaining John Hancock Tax-Advantaged Dividend Income Fund position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 1,004 John Hancock Tax-Advantaged Dividend Income Fund shares in Q1 2023, an estimated $24.2K.
  • Accurate Wealth Management first reported a position in John Hancock Tax-Advantaged Dividend Income Fund in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's John Hancock Tax-Advantaged Dividend Income Fund position peaked at $24.2K in Q4 2022.
  • 81 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.