AWA
HPI

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

Archvest Wealth 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 		– Sell
-3,350
Closed -$63.5K – 65
2024
Q3 		$63.5K Buy
+3,350
New +$58.3K 0.04% 70

Other funds holding HPI

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return
Raymond James Financial
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

Archvest Wealth Advisors's HPI Position: Q4 2024 in Review

Archvest Wealth Advisors sold out of John Hancock Preferred Income Fund (HPI) in Q4 2024, closing a stake of 3,350 shares — an estimated $63.5K sold.

Archvest Wealth Advisors first reported a position in HPI in Q3 2024 and held it in 1 quarter. The position peaked at $63.5K in Q3 2024. 62 funds tracked by Wall St. Rank hold HPI as of Q4 2024.

  • Archvest Wealth Advisors reported no remaining John Hancock Preferred Income Fund position as of Q4 2024 after selling out during the quarter.
  • Archvest Wealth Advisors sold 3,350 John Hancock Preferred Income Fund shares in Q4 2024, an estimated $63.5K.
  • Archvest Wealth Advisors first reported a position in John Hancock Preferred Income Fund in Q3 2024 and held it in 1 quarter.
  • Archvest Wealth Advisors's John Hancock Preferred Income Fund position peaked at $63.5K in Q3 2024.
  • 62 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q4 2024.

Based on Archvest Wealth Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.