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Avior Wealth Management’s John Hancock Multifactor Large Cap ETF JHML Stock Holding History

Avior Wealth Management’s Portfolio JHML Stock Details JHML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-1,002
Closed -$38K – 976
2020
Q2 		$38K Buy
+1,002
New +$36.6K 0.01% 510

Other funds holding JHML

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWMG
Sanchez Wealth Management Group Jacksonville, Florida $462M AUM 13.82% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Avior Wealth Management's JHML Position: Q3 2020 in Review

Avior Wealth Management sold out of John Hancock Multifactor Large Cap ETF (JHML) in Q3 2020, closing a stake of 1,002 shares — an estimated $38K sold.

Avior Wealth Management first reported a position in JHML in Q2 2020 and held it in 1 quarter. The position peaked at $38K in Q2 2020. 59 funds tracked by Wall St. Rank hold JHML as of Q3 2020.

  • Avior Wealth Management reported no remaining John Hancock Multifactor Large Cap ETF position as of Q3 2020 after selling out during the quarter.
  • Avior Wealth Management sold 1,002 John Hancock Multifactor Large Cap ETF shares in Q3 2020, an estimated $38K.
  • Avior Wealth Management first reported a position in John Hancock Multifactor Large Cap ETF in Q2 2020 and held it in 1 quarter.
  • Avior Wealth Management's John Hancock Multifactor Large Cap ETF position peaked at $38K in Q2 2020.
  • 59 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q3 2020.

Based on Avior Wealth Management's 13F filing for Q3 2020, filed 20 Oct 2020.