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Carroll Financial Associates’s John Hancock Multifactor Large Cap ETF JHML Stock Holding History

Carroll Financial Associates’s Portfolio JHML Stock Details JHML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-42,288
Closed -$2.3M – 1781
2021
Q3 		$2.3M Sell
42,288
-758
-2% -$42.3K 0.13% 108
2021
Q2 		$2.34M Buy
43,046
+222
+0.5% +$11.9K 0.13% 102
2021
Q1 		$2.18M Buy
42,824
+606
+1% +$29.8K 0.13% 104
2020
Q4 		$2M Sell
42,218
-32
-0.1% -$1.43K 0.13% 101
2020
Q3 		$1.76M Buy
42,250
+4,547
+12% +$187K 0.14% 100
2020
Q2 		$1.45M Buy
37,703
+700
+2% +$25.5K 0.12% 108
2020
Q1 		$1.19M Buy
37,003
+2,689
+8% +$104K 0.12% 114
2019
Q4 		$1.41M Buy
34,314
+130
+0.4% +$5.17K 0.11% 113
2019
Q3 		$1.31M Buy
34,184
+3,136
+10% +$119K 0.11% 120
2019
Q2 		$1.17M Buy
31,048
+2,388
+8% +$88.8K 0.1% 126
2019
Q1 		$1.04M Buy
28,660
+11,059
+63% +$387K 0.1% 125
2018
Q4 		$573K Sell
17,601
-9,369
-35% -$326K 0.06% 150
2018
Q3 		$1.01M Buy
26,970
+177
+0.7% +$6.52K 0.11% 116
2018
Q2 		$943K Buy
26,793
+876
+3% +$30.9K 0.1% 118
2018
Q1 		$895K Sell
25,917
-394
-1% -$14K 0.1% 118
2017
Q4 		$915K Buy
26,311
+4,315
+20% +$147K 0.1% 115
2017
Q3 		$731K Buy
21,996
+9,016
+69% +$289K 0.08% 125
2017
Q2 		$410K Buy
12,980
+8,390
+183% +$263K 0.05% 183
2017
Q1 		$141K Buy
4,590
+3,431
+296% +$104K 0.02% 300
2016
Q4 		$33K Hold
1,159
– – ﹤0.01% 535
2016
Q3 		$32K Hold
1,159
– – ﹤0.01% 552
2016
Q2 		$31K Buy
1,159
+379
+49% +$10.2K 0.01% 528
2016
Q1 		$20K Buy
+780
New +$19.5K ﹤0.01% 612

Other funds holding JHML

GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWMG
Sanchez Wealth Management Group Jacksonville, Florida $462M AUM 13.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GAG
Goodman Advisory Group Needham, Massachusetts $385M AUM 23.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

Carroll Financial Associates's JHML Position: Q4 2021 in Review

Carroll Financial Associates sold out of John Hancock Multifactor Large Cap ETF (JHML) in Q4 2021, closing a stake of 42,288 shares — an estimated $2.3M sold.

Carroll Financial Associates first reported a position in JHML in Q1 2016 and held it in 23 quarters. The position peaked at $2.34M in Q2 2021. 75 funds tracked by Wall St. Rank hold JHML as of Q4 2021.

  • Carroll Financial Associates reported no remaining John Hancock Multifactor Large Cap ETF position as of Q4 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 42,288 John Hancock Multifactor Large Cap ETF shares in Q4 2021, an estimated $2.3M.
  • Carroll Financial Associates first reported a position in John Hancock Multifactor Large Cap ETF in Q1 2016 and held it in 23 quarters.
  • Carroll Financial Associates's John Hancock Multifactor Large Cap ETF position peaked at $2.34M in Q2 2021.
  • 75 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.