AWS
BTO

Atria Wealth Solutions’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Atria Wealth Solutions’s Portfolio BTO Stock Details BTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-10,393
Closed -$291K – 1934
2024
Q2 		$291K Buy
10,393
+1,101
+12% +$30.6K ﹤0.01% 1525
2024
Q1 		$275K Sell
9,292
-1,080
-10% -$31.5K ﹤0.01% 1614
2023
Q4 		$312K Sell
10,372
-2,424
-19% -$65.6K ﹤0.01% 1474
2023
Q3 		$336K Sell
12,796
-489
-4% -$13.6K ﹤0.01% 1346
2023
Q2 		$356K Sell
13,285
-1,258
-9% -$34K ﹤0.01% 1339
2023
Q1 		$444K Buy
+14,543
New +$497K 0.01% 1199
2022
Q4 		– Sell
-6,394
Closed -$202K – 1805
2022
Q3 		$202K Sell
6,394
-7,684
-55% -$279K ﹤0.01% 1553
2022
Q2 		$523K Sell
14,078
-1,487
-10% -$54.8K 0.01% 952
2022
Q1 		$626K Buy
+15,565
New +$692K 0.01% 939

Other funds holding BTO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
AIC
Aurora Investment Counsel Atlanta, Georgia $180M AUM 0.3% 1-Year Est. Return

Atria Wealth Solutions's BTO Position: Q3 2024 in Review

Atria Wealth Solutions sold out of John Hancock Financial Opportunities Fund (BTO) in Q3 2024, closing a stake of 10,393 shares — an estimated $291K sold.

Atria Wealth Solutions first reported a position in BTO in Q1 2022 and held it in 9 quarters. The position peaked at $626K in Q1 2022. 76 funds tracked by Wall St. Rank hold BTO as of Q3 2024.

  • Atria Wealth Solutions reported no remaining John Hancock Financial Opportunities Fund position as of Q3 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 10,393 John Hancock Financial Opportunities Fund shares in Q3 2024, an estimated $291K.
  • Atria Wealth Solutions first reported a position in John Hancock Financial Opportunities Fund in Q1 2022 and held it in 9 quarters.
  • Atria Wealth Solutions's John Hancock Financial Opportunities Fund position peaked at $626K in Q1 2022.
  • 76 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q3 2024.

Based on Atria Wealth Solutions's 13F filing for Q3 2024, filed 8 Nov 2024.