AWM
JHS

Avior Wealth Management’s John Hancock Income Securities Trust JHS Stock Holding History

Avior Wealth Management’s Portfolio JHS Stock Details JHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,232
Closed -$13.1K – 1649
2022
Q4 		$13.1K Hold
1,232
– – ﹤0.01% 815
2022
Q3 		$13K Buy
+1,232
New +$14.4K ﹤0.01% 815

Other funds holding JHS

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Avior Wealth Management's JHS Position: Q1 2023 in Review

Avior Wealth Management sold out of John Hancock Income Securities Trust (JHS) in Q1 2023, closing a stake of 1,232 shares — an estimated $13.1K sold.

Avior Wealth Management first reported a position in JHS in Q3 2022 and held it in 2 quarters. The position peaked at $13.1K in Q4 2022. 26 funds tracked by Wall St. Rank hold JHS as of Q1 2023.

  • Avior Wealth Management reported no remaining John Hancock Income Securities Trust position as of Q1 2023 after selling out during the quarter.
  • Avior Wealth Management sold 1,232 John Hancock Income Securities Trust shares in Q1 2023, an estimated $13.1K.
  • Avior Wealth Management first reported a position in John Hancock Income Securities Trust in Q3 2022 and held it in 2 quarters.
  • Avior Wealth Management's John Hancock Income Securities Trust position peaked at $13.1K in Q4 2022.
  • 26 funds tracked by Wall St. Rank held John Hancock Income Securities Trust as of Q1 2023.

Based on Avior Wealth Management's 13F filing for Q1 2023, filed 10 May 2023.