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Allworth Financial’s John Hancock Multifactor Large Cap ETF JHML Stock Holding History

Allworth Financial’s Portfolio JHML Stock Details JHML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-797
Closed -$41.3K – 3320
2023
Q1 		$41.3K Buy
+797
New +$40.7K ﹤0.01% 1143

Other funds holding JHML

GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SWMG
Sanchez Wealth Management Group Jacksonville, Florida $462M AUM 13.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
HIF
Hill Island Financial Grand Rapids, Michigan $412M AUM 21.46% 1-Year Est. Return

Allworth Financial's JHML Position: Q2 2023 in Review

Allworth Financial sold out of John Hancock Multifactor Large Cap ETF (JHML) in Q2 2023, closing a stake of 797 shares — an estimated $41.3K sold.

Allworth Financial first reported a position in JHML in Q1 2023 and held it in 1 quarter. The position peaked at $41.3K in Q1 2023. 87 funds tracked by Wall St. Rank hold JHML as of Q2 2023.

  • Allworth Financial reported no remaining John Hancock Multifactor Large Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Allworth Financial sold 797 John Hancock Multifactor Large Cap ETF shares in Q2 2023, an estimated $41.3K.
  • Allworth Financial first reported a position in John Hancock Multifactor Large Cap ETF in Q1 2023 and held it in 1 quarter.
  • Allworth Financial's John Hancock Multifactor Large Cap ETF position peaked at $41.3K in Q1 2023.
  • 87 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q2 2023.

Based on Allworth Financial's 13F filing for Q2 2023, filed 18 Jul 2023.