Atria Wealth Solutions’s JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND HTY Stock Holding History

Atria Wealth Solutions’s Portfolio HTY Stock Details HTY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-10,488	Closed	-$54.9K	–	2101
2024 Q1	$54.9K	Hold	10,488	–	–	﹤0.01%	1917
2023 Q4	$53.6K	Hold	10,488	–	–	﹤0.01%	1880
2023 Q3	$46.1K	Buy	+10,488	New	+$48.8K	﹤0.01%	1819
2022 Q2	–	Sell	-53,372	Closed	-$362K	–	1924
2022 Q1	$362K	Buy	+53,372	New	+$347K	0.01%	1230

Atria Wealth Solutions's HTY Position: Q2 2024 in Review

Atria Wealth Solutions sold out of JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND (HTY) in Q2 2024, closing a stake of 10,488 shares — an estimated $54.9K sold.

Atria Wealth Solutions first reported a position in HTY in Q1 2022 and held it in 4 quarters. The position peaked at $362K in Q1 2022. 0 funds tracked by Wall St. Rank hold HTY as of Q2 2024.

Atria Wealth Solutions reported no remaining JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND position as of Q2 2024 after selling out during the quarter.
Atria Wealth Solutions sold 10,488 JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND shares in Q2 2024, an estimated $54.9K.
Atria Wealth Solutions first reported a position in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND in Q1 2022 and held it in 4 quarters.
Atria Wealth Solutions's JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND position peaked at $362K in Q1 2022.
0 funds tracked by Wall St. Rank held JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND as of Q2 2024.

Based on Atria Wealth Solutions's 13F filing for Q2 2024, filed 22 Jul 2024.