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

Arkadios 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
2021 Q4	–	Sell	-136	Closed	-$2K	–	1097
2021 Q3	$2K	Sell	136 -854	-86%	-$18.5K	﹤0.01%	1748
2021 Q2	$21K	Buy	990 +809	+447%	+$17K	﹤0.01%	1261
2021 Q1	$3K	Sell	181 -74	-29%	-$1.42K	﹤0.01%	1466
2020 Q4	$5K	Buy	+255	New	+$4.87K	﹤0.01%	1119

Other funds holding HPI

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

DTIM

Danda Trouve Investment Management Prairie Village, Kansas $54.1M AUM 13.18% 1-Year Est. Return

TCMG

TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return

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

Arkadios Wealth Advisors's HPI Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of John Hancock Preferred Income Fund (HPI) in Q4 2021, closing a stake of 136 shares — an estimated $2K sold.

Arkadios Wealth Advisors first reported a position in HPI in Q4 2020 and held it in 4 quarters. The position peaked at $21K in Q2 2021. 66 funds tracked by Wall St. Rank hold HPI as of Q4 2021.

Arkadios Wealth Advisors reported no remaining John Hancock Preferred Income Fund position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 136 John Hancock Preferred Income Fund shares in Q4 2021, an estimated $2K.
Arkadios Wealth Advisors first reported a position in John Hancock Preferred Income Fund in Q4 2020 and held it in 4 quarters.
Arkadios Wealth Advisors's John Hancock Preferred Income Fund position peaked at $21K in Q2 2021.
66 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.