All Season Financial Advisors’s John Hancock Financial Opportunities Fund BTO Stock Holding History

All Season Financial Advisors’s Portfolio BTO Stock Details BTO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$409K	Sell	12,333 -1,217	-9%	-$38.4K	0.35%	70
2024 Q2	$380K	Sell	13,550 -863	-6%	-$24K	0.34%	72
2024 Q1	$426K	Sell	14,413 -4,994	-26%	-$146K	0.35%	75
2023 Q4	$584K	Buy	19,407 +6,319	+48%	+$171K	0.5%	54
2023 Q3	$344K	Buy	13,088 +626	+5%	+$17.4K	0.35%	74
2023 Q2	$334K	Buy	+12,462	New	+$337K	0.3%	79

Other funds holding BTO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return

AIC

Aurora Investment Counsel Atlanta, Georgia $180M AUM 0.3% 1-Year Est. Return

All Season Financial Advisors's BTO Position: Q3 2024 in Review

All Season Financial Advisors reduced its John Hancock Financial Opportunities Fund (BTO) stake by 9% in Q3 2024, selling an estimated $38.4K and leaving 12,333 shares worth $409K. The position accounts for 0.35% of the portfolio, ranked #70.

All Season Financial Advisors first reported a position in BTO in Q2 2023 and has held it in 6 quarters since. The position peaked at $584K in Q4 2023. 76 funds tracked by Wall St. Rank hold BTO as of Q3 2024.

All Season Financial Advisors held 12,333 shares of John Hancock Financial Opportunities Fund worth $409K as of Q3 2024.
All Season Financial Advisors sold 1,217 John Hancock Financial Opportunities Fund shares in Q3 2024, an estimated $38.4K.
John Hancock Financial Opportunities Fund made up 0.35% of All Season Financial Advisors's portfolio in Q3 2024, its #70 holding.
All Season Financial Advisors first reported a position in John Hancock Financial Opportunities Fund in Q2 2023 and has held it in 6 quarters since.
All Season Financial Advisors's John Hancock Financial Opportunities Fund position peaked at $584K in Q4 2023.
76 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q3 2024.

Based on All Season Financial Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.