Atomi Financial Group’s JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND HTY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-17,098
Closed -$89.5K 851
2024
Q1
$89.5K Buy
17,098
+484
+3% +$2.47K 0.01% 713
2023
Q4
$84.9K Sell
16,614
-1,860
-10% -$8.27K 0.01% 589
2023
Q3
$81.3K Hold
18,474
0.03% 343
2023
Q2
$86.6K Hold
18,474
0.04% 270
2023
Q1
$90.7K Buy
+18,474
New +$94.7K 0.05% 218

Atomi Financial Group's HTY Position: Q2 2024 in Review

Atomi Financial Group sold out of JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND (HTY) in Q2 2024, closing a stake of 17,098 shares — an estimated $89.5K sold.

Atomi Financial Group first reported a position in HTY in Q1 2023 and held it in 5 quarters. The position peaked at $90.7K in Q1 2023. 0 funds tracked by Wall St. Rank hold HTY as of Q2 2024.

  • Atomi Financial Group reported no remaining JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND position as of Q2 2024 after selling out during the quarter.
  • Atomi Financial Group sold 17,098 JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND shares in Q2 2024, an estimated $89.5K.
  • Atomi Financial Group first reported a position in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND in Q1 2023 and held it in 5 quarters.
  • Atomi Financial Group's JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND position peaked at $90.7K in Q1 2023.
  • 0 funds tracked by Wall St. Rank held JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND as of Q2 2024.

Based on Atomi Financial Group's 13F filing for Q2 2024, filed 26 Jul 2024.