Avior Wealth Management’s John Hancock Preferred Income Fund HPI Stock Holding History

Avior Wealth Management’s Portfolio HPI Stock Details HPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-2,289	Closed	-$33.4K	–	1600
2023 Q3	$33.4K	Buy	2,289 +55	+2%	+$835	﹤0.01%	851
2023 Q2	$34K	Buy	2,234 +55	+3%	+$821	﹤0.01%	844
2023 Q1	$34.9K	Buy	2,179 +31	+1%	+$516	﹤0.01%	851
2022 Q4	$34.5K	Buy	2,148 +64	+3%	+$1.02K	﹤0.01%	683
2022 Q3	$33K	Buy	2,084 +44	+2%	+$784	﹤0.01%	667
2022 Q2	$35K	Buy	2,040 +40	+2%	+$718	﹤0.01%	621
2022 Q1	$38K	Buy	2,000 +1,692	+549%	+$32.5K	﹤0.01%	632
2021 Q4	$6K	Buy	308 +5	+2%	+$106	﹤0.01%	864
2021 Q3	$6K	Buy	+303	New	+$6.57K	﹤0.01%	826

Other funds holding HPI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

TCMG

TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Avior Wealth Management's HPI Position: Q4 2023 in Review

Avior Wealth Management sold out of John Hancock Preferred Income Fund (HPI) in Q4 2023, closing a stake of 2,289 shares — an estimated $33.4K sold.

Avior Wealth Management first reported a position in HPI in Q3 2021 and held it in 9 quarters. The position peaked at $38K in Q1 2022. 57 funds tracked by Wall St. Rank hold HPI as of Q4 2023.

Avior Wealth Management reported no remaining John Hancock Preferred Income Fund position as of Q4 2023 after selling out during the quarter.
Avior Wealth Management sold 2,289 John Hancock Preferred Income Fund shares in Q4 2023, an estimated $33.4K.
Avior Wealth Management first reported a position in John Hancock Preferred Income Fund in Q3 2021 and held it in 9 quarters.
Avior Wealth Management's John Hancock Preferred Income Fund position peaked at $38K in Q1 2022.
57 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q4 2023.

Based on Avior Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.