Beaumont Financial Advisors’s John Hancock Multifactor Technology ETF JHMT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-3,876	Closed	-$322K	–	390
2021 Q2	$322K	Buy	3,876 +434	+13%	+$37K	0.02%	282
2021 Q1	$283K	Sell	3,442 -382	-10%	-$31.2K	0.02%	287
2020 Q4	$301K	Sell	3,824 -1,413	-27%	-$102K	0.03%	267
2020 Q3	$346K	Sell	5,237 -2,309	-31%	-$148K	0.03%	242
2020 Q2	$456K	Buy	+7,546	New	+$414K	0.05%	192
2020 Q1	–	Sell	-8,174	Closed	-$452K	–	301
2019 Q4	$452K	Sell	8,174 -10,325	-56%	-$542K	0.04%	192
2019 Q3	$925K	Sell	18,499 -2,258	-11%	-$113K	0.09%	130
2019 Q2	$1.02M	Sell	20,757 -858	-4%	-$41.7K	0.11%	114
2019 Q1	$1.03M	Buy	+21,615	New	+$963K	0.11%	110

Other funds holding JHMT

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

BAM

Bellevue Asset Management Bellevue, Washington $200M AUM 16.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

KPW

Kore Private Wealth New York $554M AUM 17.38% 1-Year Est. Return

RJFSA

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

WCM

Whitener Capital Management Rocky Mount, North Carolina $472M AUM 32.43% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RBCM

Raub Brock Capital Management Larkspur, California $363M AUM 12.74% 1-Year Est. Return

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

Beaumont Financial Advisors sold out of John Hancock Multifactor Technology ETF (JHMT) in Q3 2021, closing a stake of 3,876 shares — an estimated $322K sold.

Beaumont Financial Advisors first reported a position in JHMT in Q1 2019 and held it in 9 quarters. The position peaked at $1.03M in Q1 2019. 25 funds tracked by Wall St. Rank hold JHMT as of Q3 2021.

Beaumont Financial Advisors reported no remaining John Hancock Multifactor Technology ETF position as of Q3 2021 after selling out during the quarter.
Beaumont Financial Advisors sold 3,876 John Hancock Multifactor Technology ETF shares in Q3 2021, an estimated $322K.
Beaumont Financial Advisors first reported a position in John Hancock Multifactor Technology ETF in Q1 2019 and held it in 9 quarters.
Beaumont Financial Advisors's John Hancock Multifactor Technology ETF position peaked at $1.03M in Q1 2019.
25 funds tracked by Wall St. Rank held John Hancock Multifactor Technology ETF as of Q3 2021.

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