AWM
PDT

Avior Wealth Management’s John Hancock Premium Dividend Fund PDT Stock Holding History

Avior Wealth Management’s Portfolio PDT Stock Details PDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-394
Closed -$6.75K – 1183
2021
Q3 		$6K Hold
394
– – ﹤0.01% 836
2021
Q2 		$6K Hold
394
– – ﹤0.01% 807
2021
Q1 		$5K Hold
394
– – ﹤0.01% 834
2020
Q4 		$5K Hold
394
– – ﹤0.01% 792
2020
Q3 		$4K Hold
394
– – ﹤0.01% 772
2020
Q2 		$5K Hold
394
– – ﹤0.01% 726
2020
Q1 		$4K Hold
394
– – ﹤0.01% 649
2019
Q4 		$7K Buy
+394
New +$6.89K ﹤0.01% 638

Other funds holding PDT

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
BA
Bridge Advisory Pasadena, California $210M AUM 21.75% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Avior Wealth Management's PDT Position: Q4 2021 in Review

Avior Wealth Management sold out of John Hancock Premium Dividend Fund (PDT) in Q4 2021, closing a stake of 394 shares — an estimated $6.75K sold.

Avior Wealth Management first reported a position in PDT in Q4 2019 and held it in 8 quarters. The position peaked at $7K in Q4 2019. 71 funds tracked by Wall St. Rank hold PDT as of Q4 2021.

  • Avior Wealth Management reported no remaining John Hancock Premium Dividend Fund position as of Q4 2021 after selling out during the quarter.
  • Avior Wealth Management sold 394 John Hancock Premium Dividend Fund shares in Q4 2021, an estimated $6.75K.
  • Avior Wealth Management first reported a position in John Hancock Premium Dividend Fund in Q4 2019 and held it in 8 quarters.
  • Avior Wealth Management's John Hancock Premium Dividend Fund position peaked at $7K in Q4 2019.
  • 71 funds tracked by Wall St. Rank held John Hancock Premium Dividend Fund as of Q4 2021.

Based on Avior Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.