Beaumont Financial Advisors’s John Hancock Multifactor Healthcare ETF JHMH Stock Holding History

Beaumont Financial Advisors’s Portfolio JHMH Stock Details JHMH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-7,137	Closed	-$320K	–	388
2021 Q2	$320K	Buy	7,137 +835	+13%	+$38.8K	0.02%	283
2021 Q1	$280K	Sell	6,302 -662	-10%	-$29.3K	0.02%	289
2020 Q4	$301K	Sell	6,964 -1,699	-20%	-$71.2K	0.03%	265
2020 Q3	$346K	Sell	8,663 -3,466	-29%	-$137K	0.03%	240
2020 Q2	$456K	Buy	+12,129	New	+$447K	0.05%	189
2019 Q2	–	Sell	-30,047	Closed	-$1.03M	–	259
2019 Q1	$1.03M	Buy	+30,047	New	+$1.01M	0.11%	112

Other funds holding JHMH

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

BAM

Bellevue Asset Management Bellevue, Washington $217M AUM 14.36% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Inscription Capital Houston, Texas $1.13B AUM 34.16% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Beaumont Financial Advisors's JHMH Position: Q3 2021 in Review

Beaumont Financial Advisors sold out of John Hancock Multifactor Healthcare ETF (JHMH) in Q3 2021, closing a stake of 7,137 shares — an estimated $320K sold.

Beaumont Financial Advisors first reported a position in JHMH in Q1 2019 and held it in 6 quarters. The position peaked at $1.03M in Q1 2019. 25 funds tracked by Wall St. Rank hold JHMH as of Q3 2021.

Beaumont Financial Advisors reported no remaining John Hancock Multifactor Healthcare ETF position as of Q3 2021 after selling out during the quarter.
Beaumont Financial Advisors sold 7,137 John Hancock Multifactor Healthcare ETF shares in Q3 2021, an estimated $320K.
Beaumont Financial Advisors first reported a position in John Hancock Multifactor Healthcare ETF in Q1 2019 and held it in 6 quarters.
Beaumont Financial Advisors's John Hancock Multifactor Healthcare ETF position peaked at $1.03M in Q1 2019.
25 funds tracked by Wall St. Rank held John Hancock Multifactor Healthcare ETF as of Q3 2021.

Based on Beaumont Financial Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.