AlphaMark Advisors’s John Hancock Preferred Income Fund HPI Stock Holding History

AlphaMark Advisors’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
2024 Q4	$9K	Buy	525 +11	+2%	+$195	﹤0.01%	467
2024 Q3	$10K	Buy	514 +11	+2%	+$192	﹤0.01%	513
2024 Q2	$8K	Buy	503 +11	+2%	+$181	﹤0.01%	561
2024 Q1	$8K	Buy	492 +11	+2%	+$177	﹤0.01%	564
2023 Q4	$8K	Buy	481 +64	+15%	+$926	﹤0.01%	549
2023 Q3	$6K	Buy	417 +217	+109%	+$3.29K	﹤0.01%	567
2023 Q2	$3K	Hold	200	–	–	﹤0.01%	524
2023 Q1	$3K	Hold	200	–	–	﹤0.01%	526
2022 Q4	$3K	Hold	200	–	–	﹤0.01%	488
2022 Q3	$3K	Hold	200	–	–	﹤0.01%	563
2022 Q2	$4K	Hold	200	–	–	﹤0.01%	490
2022 Q1	$4K	Hold	200	–	–	﹤0.01%	501
2021 Q4	$4K	Hold	200	–	–	﹤0.01%	478
2021 Q3	$4K	Hold	200	–	–	﹤0.01%	484
2021 Q2	$4K	Hold	200	–	–	﹤0.01%	478
2021 Q1	$4K	Sell	200 -500	-71%	-$9.6K	﹤0.01%	463
2020 Q4	$14K	Hold	700	–	–	0.01%	337
2020 Q3	$13K	Buy	+700	New	+$14K	0.01%	326

Other funds holding HPI

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

TCMG

TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

AlphaMark Advisors's HPI Position: Q4 2024 in Review

AlphaMark Advisors increased its John Hancock Preferred Income Fund (HPI) stake by 2.1% in Q4 2024, buying an estimated $195 and bringing the position to 525 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #467.

AlphaMark Advisors first reported a position in HPI in Q3 2020 and has held it in 18 quarters since. The position peaked at $14K in Q4 2020. 62 funds tracked by Wall St. Rank hold HPI as of Q4 2024.

AlphaMark Advisors held 525 shares of John Hancock Preferred Income Fund worth $9K as of Q4 2024.
AlphaMark Advisors bought 11 John Hancock Preferred Income Fund shares in Q4 2024, an estimated $195.
John Hancock Preferred Income Fund made up ﹤0.01% of AlphaMark Advisors's portfolio in Q4 2024, its #467 holding.
AlphaMark Advisors first reported a position in John Hancock Preferred Income Fund in Q3 2020 and has held it in 18 quarters since.
AlphaMark Advisors's John Hancock Preferred Income Fund position peaked at $14K in Q4 2020.
62 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q4 2024.

Based on AlphaMark Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.