Arkadios Wealth Advisors’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

Arkadios Wealth Advisors’s Portfolio HTD Stock Details HTD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-737	Closed	-$16K	–	1106
2021 Q3	$16K	Sell	737 -2,129	-74%	-$52.6K	﹤0.01%	1291
2021 Q2	$71K	Buy	2,866 +2,497	+677%	+$61K	0.01%	819
2021 Q1	$8K	Sell	369 -93	-20%	-$2K	﹤0.01%	1247
2020 Q4	$9K	Buy	+462	New	+$9.44K	﹤0.01%	994

Other funds holding HTD

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Arkadios Wealth Advisors sold out of John Hancock Tax-Advantaged Dividend Income Fund (HTD) in Q4 2021, closing a stake of 737 shares — an estimated $16K sold.

Arkadios Wealth Advisors first reported a position in HTD in Q4 2020 and held it in 4 quarters. The position peaked at $71K in Q2 2021. 90 funds tracked by Wall St. Rank hold HTD as of Q4 2021.

Arkadios Wealth Advisors reported no remaining John Hancock Tax-Advantaged Dividend Income Fund position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 737 John Hancock Tax-Advantaged Dividend Income Fund shares in Q4 2021, an estimated $16K.
Arkadios Wealth Advisors first reported a position in John Hancock Tax-Advantaged Dividend Income Fund in Q4 2020 and held it in 4 quarters.
Arkadios Wealth Advisors's John Hancock Tax-Advantaged Dividend Income Fund position peaked at $71K in Q2 2021.
90 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q4 2021.

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