BRWA
BTO

B. Riley Wealth Advisors’s John Hancock Financial Opportunities Fund BTO Stock Holding History

B. Riley Wealth Advisors’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
2024
Q2 		– Sell
-16,645
Closed -$437K – 1414
2024
Q1 		$437K Buy
16,645
+2,967
+22% +$86.7K 0.01% 861
2023
Q4 		$412K Sell
13,678
-2,967
-18% -$80.3K 0.01% 918
2023
Q3 		$437K Sell
16,645
-752
-4% -$20.9K 0.01% 861
2023
Q2 		$467K Sell
17,397
-94
-0.5% -$2.54K 0.01% 887
2023
Q1 		$534K Buy
17,491
+862
+5% +$29.5K 0.01% 777
2022
Q4 		$555K Sell
16,629
-1,179
-7% -$40K 0.02% 746
2022
Q3 		$562K Buy
17,808
+929
+6% +$33.8K 0.02% 705
2022
Q2 		$627K Buy
16,879
+509
+3% +$18.8K 0.03% 570
2022
Q1 		$659K Sell
16,370
-999
-6% -$44.4K 0.02% 616
2021
Q4 		$810K Buy
17,369
+1,453
+9% +$63.8K 0.02% 599
2021
Q3 		$677K Buy
15,916
+2,307
+17% +$93.3K 0.02% 662
2021
Q2 		$511K Buy
13,609
+2,080
+18% +$82.3K 0.02% 759
2021
Q1 		$444K Buy
+11,529
New +$402K 0.02% 791
2015
Q1 		– Sell
-75
Closed -$2 – 748
2014
Q4 		$2 Buy
+75
New +$1.71K ﹤0.01% 3374
2014
Q3 		– Sell
-75
Closed -$1.74K – 803
2014
Q2 		$1.74K Buy
+75
New +$1.72K ﹤0.01% 2241

Other funds holding BTO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
AIC
Aurora Investment Counsel Atlanta, Georgia $180M AUM 0.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

B. Riley Wealth Advisors's BTO Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of John Hancock Financial Opportunities Fund (BTO) in Q2 2024, closing a stake of 16,645 shares — an estimated $437K sold.

B. Riley Wealth Advisors first reported a position in BTO in Q2 2014 and held it in 15 quarters. The position peaked at $810K in Q4 2021. 69 funds tracked by Wall St. Rank hold BTO as of Q2 2024.

  • B. Riley Wealth Advisors reported no remaining John Hancock Financial Opportunities Fund position as of Q2 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 16,645 John Hancock Financial Opportunities Fund shares in Q2 2024, an estimated $437K.
  • B. Riley Wealth Advisors first reported a position in John Hancock Financial Opportunities Fund in Q2 2014 and held it in 15 quarters.
  • B. Riley Wealth Advisors's John Hancock Financial Opportunities Fund position peaked at $810K in Q4 2021.
  • 69 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.