Belpointe Asset Management’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Belpointe Asset 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
2023 Q2	–	Sell	-12	Closed	-$366	–	959
2023 Q1	$366	Buy	+12	New	+$410	﹤0.01%	3618
2021 Q3	–	Sell	-3,500	Closed	-$131K	–	1172
2021 Q2	$131K	Buy	+3,500	New	+$139K	0.01%	1008

Other funds holding BTO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

AIC

Aurora Investment Counsel Atlanta, Georgia $180M AUM 0.3% 1-Year Est. Return

Belpointe Asset Management's BTO Position: Q2 2023 in Review

Belpointe Asset Management sold out of John Hancock Financial Opportunities Fund (BTO) in Q2 2023, closing a stake of 12 shares — an estimated $366 sold.

Belpointe Asset Management first reported a position in BTO in Q2 2021 and held it in 2 quarters. The position peaked at $131K in Q2 2021. 65 funds tracked by Wall St. Rank hold BTO as of Q2 2023.

Belpointe Asset Management reported no remaining John Hancock Financial Opportunities Fund position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 12 John Hancock Financial Opportunities Fund shares in Q2 2023, an estimated $366.
Belpointe Asset Management first reported a position in John Hancock Financial Opportunities Fund in Q2 2021 and held it in 2 quarters.
Belpointe Asset Management's John Hancock Financial Opportunities Fund position peaked at $131K in Q2 2021.
65 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.