BHWM
PDT

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

Beaird Harris 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
2024
Q3 		– Sell
-537
Closed -$6.33K – 659
2024
Q2 		$6.33K Buy
+537
New +$6.14K ﹤0.01% 426

Other funds holding PDT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFA
Pathway Financial Advisers Auburn, Indiana $354M AUM 21.65% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Beaird Harris Wealth Management's PDT Position: Q3 2024 in Review

Beaird Harris Wealth Management sold out of John Hancock Premium Dividend Fund (PDT) in Q3 2024, closing a stake of 537 shares — an estimated $6.33K sold.

Beaird Harris Wealth Management first reported a position in PDT in Q2 2024 and held it in 1 quarter. The position peaked at $6.33K in Q2 2024. 86 funds tracked by Wall St. Rank hold PDT as of Q3 2024.

  • Beaird Harris Wealth Management reported no remaining John Hancock Premium Dividend Fund position as of Q3 2024 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 537 John Hancock Premium Dividend Fund shares in Q3 2024, an estimated $6.33K.
  • Beaird Harris Wealth Management first reported a position in John Hancock Premium Dividend Fund in Q2 2024 and held it in 1 quarter.
  • Beaird Harris Wealth Management's John Hancock Premium Dividend Fund position peaked at $6.33K in Q2 2024.
  • 86 funds tracked by Wall St. Rank held John Hancock Premium Dividend Fund as of Q3 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2024, filed 2 Dec 2024.