AIM
BTO

Axiom Investment Management’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Axiom Investment Management’s Portfolio BTO Stock Details BTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-2,000
Closed -$63K – 136
2022
Q3 		$63K Buy
+2,000
New +$72.7K 0.13% 132

Other funds holding BTO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
NSAM
North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return

Axiom Investment Management's BTO Position: Q4 2022 in Review

Axiom Investment Management sold out of John Hancock Financial Opportunities Fund (BTO) in Q4 2022, closing a stake of 2,000 shares — an estimated $63K sold.

Axiom Investment Management first reported a position in BTO in Q3 2022 and held it in 1 quarter. The position peaked at $63K in Q3 2022. 61 funds tracked by Wall St. Rank hold BTO as of Q4 2022.

  • Axiom Investment Management reported no remaining John Hancock Financial Opportunities Fund position as of Q4 2022 after selling out during the quarter.
  • Axiom Investment Management sold 2,000 John Hancock Financial Opportunities Fund shares in Q4 2022, an estimated $63K.
  • Axiom Investment Management first reported a position in John Hancock Financial Opportunities Fund in Q3 2022 and held it in 1 quarter.
  • Axiom Investment Management's John Hancock Financial Opportunities Fund position peaked at $63K in Q3 2022.
  • 61 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q4 2022.

Based on Axiom Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.