AWA
PDT

Arkadios Wealth Advisors’s John Hancock Premium Dividend Fund PDT Stock Holding History

Arkadios Wealth Advisors’s Portfolio PDT Stock Details PDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-431
Closed -$7K – 1419
2021
Q3 		$7K Sell
431
-1,608
-79% -$27.1K ﹤0.01% 1531
2021
Q2 		$34K Buy
2,039
+1,470
+258% +$23.9K ﹤0.01% 1072
2021
Q1 		$8K Sell
569
-146
-20% -$2.05K ﹤0.01% 1255
2020
Q4 		$10K Buy
+715
New +$9.66K ﹤0.01% 964

Other funds holding PDT

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
BA
Bridge Advisory Pasadena, California $210M AUM 21.75% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

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

Arkadios Wealth Advisors sold out of John Hancock Premium Dividend Fund (PDT) in Q4 2021, closing a stake of 431 shares — an estimated $7K sold.

Arkadios Wealth Advisors first reported a position in PDT in Q4 2020 and held it in 4 quarters. The position peaked at $34K in Q2 2021. 71 funds tracked by Wall St. Rank hold PDT as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining John Hancock Premium Dividend Fund position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 431 John Hancock Premium Dividend Fund shares in Q4 2021, an estimated $7K.
  • Arkadios Wealth Advisors first reported a position in John Hancock Premium Dividend Fund in Q4 2020 and held it in 4 quarters.
  • Arkadios Wealth Advisors's John Hancock Premium Dividend Fund position peaked at $34K in Q2 2021.
  • 71 funds tracked by Wall St. Rank held John Hancock Premium Dividend Fund as of Q4 2021.

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