Altus Wealth Group’s John Hancock Preferred Income Fund HPI Stock Holding History

Altus Wealth Group’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 Q3	–	Sell	-21,132	Closed	-$322K	–	135
2023 Q2	$322K	Hold	21,132	–	–	0.2%	109
2023 Q1	$338K	Hold	21,132	–	–	0.23%	100
2022 Q4	$339K	Buy	+21,132	New	+$337K	0.26%	94
2021 Q1	–	Sell	-320	Closed	-$6K	–	434
2020 Q4	$6K	Buy	+320	New	+$6.12K	0.01%	622

Other funds holding HPI

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Altus Wealth Group's HPI Position: Q3 2023 in Review

Altus Wealth Group sold out of John Hancock Preferred Income Fund (HPI) in Q3 2023, closing a stake of 21,132 shares — an estimated $322K sold.

Altus Wealth Group first reported a position in HPI in Q4 2020 and held it in 4 quarters. The position peaked at $339K in Q4 2022. 58 funds tracked by Wall St. Rank hold HPI as of Q3 2023.

Altus Wealth Group reported no remaining John Hancock Preferred Income Fund position as of Q3 2023 after selling out during the quarter.
Altus Wealth Group sold 21,132 John Hancock Preferred Income Fund shares in Q3 2023, an estimated $322K.
Altus Wealth Group first reported a position in John Hancock Preferred Income Fund in Q4 2020 and held it in 4 quarters.
Altus Wealth Group's John Hancock Preferred Income Fund position peaked at $339K in Q4 2022.
58 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q3 2023.

Based on Altus Wealth Group's 13F filing for Q3 2023, filed 13 Nov 2023.