Avantax Advisory Services’s JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND HTY Stock Holding History

Avantax Advisory Services’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	-19,912	Closed	-$104K	–	2156
2024 Q1	$104K	Buy	19,912 +962	+5%	+$4.91K	﹤0.01%	1591
2023 Q4	$96.8K	Buy	18,950 +3,715	+24%	+$16.5K	﹤0.01%	1528
2023 Q3	$67K	Buy	15,235 +3,425	+29%	+$15.9K	﹤0.01%	1504
2023 Q2	$55.4K	Buy	11,810 +635	+6%	+$2.99K	﹤0.01%	1469
2023 Q1	$54.9K	Buy	+11,175	New	+$57.3K	﹤0.01%	1445

Avantax Advisory Services's HTY Position: Q2 2024 in Review

Avantax Advisory Services sold out of JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND (HTY) in Q2 2024, closing a stake of 19,912 shares — an estimated $104K sold.

Avantax Advisory Services first reported a position in HTY in Q1 2023 and held it in 5 quarters. The position peaked at $104K in Q1 2024. 0 funds tracked by Wall St. Rank hold HTY as of Q2 2024.

Avantax Advisory Services reported no remaining JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND position as of Q2 2024 after selling out during the quarter.
Avantax Advisory Services sold 19,912 JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND shares in Q2 2024, an estimated $104K.
Avantax Advisory Services first reported a position in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND in Q1 2023 and held it in 5 quarters.
Avantax Advisory Services's JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND position peaked at $104K in Q1 2024.
0 funds tracked by Wall St. Rank held JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND as of Q2 2024.

Based on Avantax Advisory Services's 13F filing for Q2 2024, filed 9 Aug 2024.