AWM
PDT

Accurate Wealth Management’s John Hancock Premium Dividend Fund PDT Stock Holding History

Accurate Wealth Management’s Portfolio PDT Stock Details PDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,500
Closed -$20.5K – 1066
2022
Q4 		$20.5K Buy
+1,500
New +$20.4K 0.01% 680

Other funds holding PDT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BA
Bridge Advisory Pasadena, California $210M AUM 21.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
PFA
Pathway Financial Advisers Auburn, Indiana $354M AUM 21.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

Accurate Wealth Management sold out of John Hancock Premium Dividend Fund (PDT) in Q1 2023, closing a stake of 1,500 shares — an estimated $20.5K sold.

Accurate Wealth Management first reported a position in PDT in Q4 2022 and held it in 1 quarter. The position peaked at $20.5K in Q4 2022. 73 funds tracked by Wall St. Rank hold PDT as of Q1 2023.

  • Accurate Wealth Management reported no remaining John Hancock Premium Dividend Fund position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 1,500 John Hancock Premium Dividend Fund shares in Q1 2023, an estimated $20.5K.
  • Accurate Wealth Management first reported a position in John Hancock Premium Dividend Fund in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's John Hancock Premium Dividend Fund position peaked at $20.5K in Q4 2022.
  • 73 funds tracked by Wall St. Rank held John Hancock Premium Dividend Fund as of Q1 2023.

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