Carroll Financial Associates’s John Hancock Multifactor Technology ETF JHMT Stock Holding History

Carroll Financial Associates’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 Q4	–	Sell	-3,941	Closed	-$356K	–	2059
2021 Q3	$356K	Hold	3,941	–	–	0.02%	286
2021 Q2	$354K	Buy	3,941 +11	+0.3%	+$937	0.02%	300
2021 Q1	$322K	Hold	3,930	–	–	0.02%	308
2020 Q4	$309K	Hold	3,930	–	–	0.02%	294
2020 Q3	$259K	Buy	3,930 +7	+0.2%	+$448	0.02%	301
2020 Q2	$237K	Buy	3,923 +103	+3%	+$5.66K	0.02%	308
2020 Q1	$178K	Buy	3,820 +5	+0.1%	+$268	0.02%	320
2019 Q4	$211K	Buy	3,815 +1,087	+40%	+$57.1K	0.02%	352
2019 Q3	$136K	Buy	2,728 +2,077	+319%	+$104K	0.01%	443
2019 Q2	$32K	Buy	651 +333	+105%	+$16.2K	﹤0.01%	706
2019 Q1	$15K	Hold	318	–	–	﹤0.01%	835
2018 Q4	$12K	Buy	318 +177	+126%	+$7.54K	﹤0.01%	814
2018 Q3	$6K	Buy	141 +29	+26%	+$1.36K	﹤0.01%	1059
2018 Q2	$5K	Buy	+112	New	+$5.03K	﹤0.01%	1077

Other funds holding JHMT

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

BAM

Bellevue Asset Management Bellevue, Washington $217M AUM 14.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FEM

Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return

RJFSA

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

WCM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

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

Carroll Financial Associates sold out of John Hancock Multifactor Technology ETF (JHMT) in Q4 2021, closing a stake of 3,941 shares — an estimated $356K sold.

Carroll Financial Associates first reported a position in JHMT in Q2 2018 and held it in 14 quarters. The position peaked at $356K in Q3 2021. 29 funds tracked by Wall St. Rank hold JHMT as of Q4 2021.

Carroll Financial Associates reported no remaining John Hancock Multifactor Technology ETF position as of Q4 2021 after selling out during the quarter.
Carroll Financial Associates sold 3,941 John Hancock Multifactor Technology ETF shares in Q4 2021, an estimated $356K.
Carroll Financial Associates first reported a position in John Hancock Multifactor Technology ETF in Q2 2018 and held it in 14 quarters.
Carroll Financial Associates's John Hancock Multifactor Technology ETF position peaked at $356K in Q3 2021.
29 funds tracked by Wall St. Rank held John Hancock Multifactor Technology ETF as of Q4 2021.

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