AF
HPI

Advisornet Financial’s John Hancock Preferred Income Fund HPI Stock Holding History

Advisornet Financial’s Portfolio HPI Stock Details HPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-541
Closed -$8.68K – 2443
2022
Q4 		$8.68K Buy
+541
New +$8.63K ﹤0.01% 1336

Other funds holding HPI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return

Advisornet Financial's HPI Position: Q1 2023 in Review

Advisornet Financial sold out of John Hancock Preferred Income Fund (HPI) in Q1 2023, closing a stake of 541 shares — an estimated $8.68K sold.

Advisornet Financial first reported a position in HPI in Q4 2022 and held it in 1 quarter. The position peaked at $8.68K in Q4 2022. 60 funds tracked by Wall St. Rank hold HPI as of Q1 2023.

  • Advisornet Financial reported no remaining John Hancock Preferred Income Fund position as of Q1 2023 after selling out during the quarter.
  • Advisornet Financial sold 541 John Hancock Preferred Income Fund shares in Q1 2023, an estimated $8.68K.
  • Advisornet Financial first reported a position in John Hancock Preferred Income Fund in Q4 2022 and held it in 1 quarter.
  • Advisornet Financial's John Hancock Preferred Income Fund position peaked at $8.68K in Q4 2022.
  • 60 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q1 2023.

Based on Advisornet Financial's 13F filing for Q1 2023, filed 28 Apr 2023.