AWM
JHSC icon

Avior Wealth Management’s John Hancock Multifactor Small Cap ETF JHSC Stock Holding History

Avior Wealth Management’s Portfolio JHSC Stock Details JHSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-154
Closed -$4.71K – 1650
2022
Q4 		$4.71K Buy
+154
New +$4.75K ﹤0.01% 962

Other funds holding JHSC

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 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
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Avior Wealth Management sold out of John Hancock Multifactor Small Cap ETF (JHSC) in Q1 2023, closing a stake of 154 shares — an estimated $4.71K sold.

Avior Wealth Management first reported a position in JHSC in Q4 2022 and held it in 1 quarter. The position peaked at $4.71K in Q4 2022. 51 funds tracked by Wall St. Rank hold JHSC as of Q1 2023.

  • Avior Wealth Management reported no remaining John Hancock Multifactor Small Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Avior Wealth Management sold 154 John Hancock Multifactor Small Cap ETF shares in Q1 2023, an estimated $4.71K.
  • Avior Wealth Management first reported a position in John Hancock Multifactor Small Cap ETF in Q4 2022 and held it in 1 quarter.
  • Avior Wealth Management's John Hancock Multifactor Small Cap ETF position peaked at $4.71K in Q4 2022.
  • 51 funds tracked by Wall St. Rank held John Hancock Multifactor Small Cap ETF as of Q1 2023.

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