AW
JHI

Avion Wealth’s John Hancock Investors Trust JHI Stock Holding History

Avion Wealth’s Portfolio JHI Stock Details JHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-100
Closed -$1K – 1009
2023
Q2 		$1K Buy
100
+89
+809% +$1.12K ﹤0.01% 594
2023
Q1 		$0 Sell
11
-5,000
-100% -$64.8K ﹤0.01% 657
2022
Q4 		$60K Hold
5,011
– – 0.02% 132
2022
Q3 		$60K Buy
+5,011
New +$68.8K 0.02% 132

Other funds holding JHI

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Avion Wealth's JHI Position: Q3 2023 in Review

Avion Wealth sold out of John Hancock Investors Trust (JHI) in Q3 2023, closing a stake of 100 shares — an estimated $1K sold.

Avion Wealth first reported a position in JHI in Q3 2022 and held it in 4 quarters. The position peaked at $60K in Q4 2022. 34 funds tracked by Wall St. Rank hold JHI as of Q3 2023.

  • Avion Wealth reported no remaining John Hancock Investors Trust position as of Q3 2023 after selling out during the quarter.
  • Avion Wealth sold 100 John Hancock Investors Trust shares in Q3 2023, an estimated $1K.
  • Avion Wealth first reported a position in John Hancock Investors Trust in Q3 2022 and held it in 4 quarters.
  • Avion Wealth's John Hancock Investors Trust position peaked at $60K in Q4 2022.
  • 34 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q3 2023.

Based on Avion Wealth's 13F filing for Q3 2023, filed 20 Oct 2023.