AWM
JHI

Avior Wealth Management’s John Hancock Investors Trust JHI Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-442
Closed -$6.05K – 1567
2024
Q4 		$6.05K Buy
442
+169
+62% +$2.38K ﹤0.01% 1796
2024
Q3 		$3.84K Buy
+273
New +$3.71K ﹤0.01% 1863

Other funds holding JHI

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Avior Wealth Management's JHI Position: Q1 2025 in Review

Avior Wealth Management sold out of John Hancock Investors Trust (JHI) in Q1 2025, closing a stake of 442 shares — an estimated $6.05K sold.

Avior Wealth Management first reported a position in JHI in Q3 2024 and held it in 2 quarters. The position peaked at $6.05K in Q4 2024. 35 funds tracked by Wall St. Rank hold JHI as of Q1 2025.

  • Avior Wealth Management reported no remaining John Hancock Investors Trust position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 442 John Hancock Investors Trust shares in Q1 2025, an estimated $6.05K.
  • Avior Wealth Management first reported a position in John Hancock Investors Trust in Q3 2024 and held it in 2 quarters.
  • Avior Wealth Management's John Hancock Investors Trust position peaked at $6.05K in Q4 2024.
  • 35 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.