BAM
HTY

Belpointe Asset Management’s JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND HTY Stock Holding History

Belpointe Asset Management’s Portfolio HTY Stock Details HTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,000
Closed -$9.82K – 3594
2023
Q1 		$9.82K Hold
2,000
– – ﹤0.01% 2727
2022
Q4 		$9.92K Buy
+2,000
New +$9.66K ﹤0.01% 2621

Other funds holding HTY

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
CCP
Clough Capital Partners Boston, Massachusetts $1.04B AUM 49.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

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

Belpointe Asset Management sold out of JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND (HTY) in Q2 2023, closing a stake of 2,000 shares — an estimated $9.82K sold.

Belpointe Asset Management first reported a position in HTY in Q4 2022 and held it in 2 quarters. The position peaked at $9.92K in Q4 2022. 30 funds tracked by Wall St. Rank hold HTY as of Q2 2023.

  • Belpointe Asset Management reported no remaining JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 2,000 JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND shares in Q2 2023, an estimated $9.82K.
  • Belpointe Asset Management first reported a position in JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND position peaked at $9.92K in Q4 2022.
  • 30 funds tracked by Wall St. Rank held JOHN HANCOCK TAX-ADVANTAGED GLOBAL SHAREHOLDER YIELD FUND as of Q2 2023.

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