BWL
JHI

Bogart Wealth LLC’s John Hancock Investors Trust JHI Stock Holding History

Bogart Wealth LLC’s Portfolio JHI Stock Details JHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-500
Closed -$6.47K – 1095
2023
Q4 		$6.47K Buy
+500
New +$6.19K ﹤0.01% 702

Other funds holding JHI

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bogart Wealth LLC's JHI Position: Q1 2024 in Review

Bogart Wealth LLC sold out of John Hancock Investors Trust (JHI) in Q1 2024, closing a stake of 500 shares — an estimated $6.47K sold.

Bogart Wealth LLC first reported a position in JHI in Q4 2023 and held it in 1 quarter. The position peaked at $6.47K in Q4 2023. 35 funds tracked by Wall St. Rank hold JHI as of Q1 2024.

  • Bogart Wealth LLC reported no remaining John Hancock Investors Trust position as of Q1 2024 after selling out during the quarter.
  • Bogart Wealth LLC sold 500 John Hancock Investors Trust shares in Q1 2024, an estimated $6.47K.
  • Bogart Wealth LLC first reported a position in John Hancock Investors Trust in Q4 2023 and held it in 1 quarter.
  • Bogart Wealth LLC's John Hancock Investors Trust position peaked at $6.47K in Q4 2023.
  • 35 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q1 2024.

Based on Bogart Wealth LLC's 13F filing for Q1 2024, filed 25 Apr 2024.