Carson Wealth (CWM LLC)
HPI

Carson Wealth (CWM LLC)’s John Hancock Preferred Income Fund HPI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HPI Stock Details HPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3,466
Closed -$58K – 4727
2024
Q1 		$58K Buy
+3,466
New +$55.9K ﹤0.01% 2204
2022
Q2 		– Sell
-14,140
Closed -$274K – 3923
2022
Q1 		$274K Buy
14,140
+13,940
+6,970% +$267K ﹤0.01% 918
2021
Q4 		$4K Buy
+200
New +$4.25K ﹤0.01% 2832
2021
Q2 		$34K Hold
1,566
– – ﹤0.01% 1561
2021
Q1 		$34K Hold
1,566
– – ﹤0.01% 1561
2020
Q4 		$34K Hold
1,566
– – ﹤0.01% 1561
2020
Q3 		$34K Hold
1,566
– – ﹤0.01% 1561
2020
Q2 		$34K Hold
1,566
– – ﹤0.01% 1561
2020
Q1 		$34K Hold
1,566
– – ﹤0.01% 1561
2019
Q4 		$34K Hold
1,566
– – ﹤0.01% 1561
2019
Q3 		$34K Hold
1,566
– – ﹤0.01% 1560
2019
Q2 		$34K Hold
1,566
– – ﹤0.01% 1560
2019
Q1 		$34K Sell
1,566
-242
-13% -$5.13K ﹤0.01% 1560
2018
Q4 		$34K Sell
1,808
-1,128
-38% -$23.1K ﹤0.01% 978
2018
Q3 		$65K Sell
2,936
-3,504
-54% -$77.3K ﹤0.01% 695
2018
Q2 		$140K Buy
+6,440
New +$135K ﹤0.01% 476

Other funds holding HPI

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Carson Wealth (CWM LLC)'s HPI Position: Q2 2024 in Review

Carson Wealth (CWM LLC) sold out of John Hancock Preferred Income Fund (HPI) in Q2 2024, closing a stake of 3,466 shares — an estimated $58K sold.

Carson Wealth (CWM LLC) first reported a position in HPI in Q2 2018 and held it in 16 quarters. The position peaked at $274K in Q1 2022. 55 funds tracked by Wall St. Rank hold HPI as of Q2 2024.

  • Carson Wealth (CWM LLC) reported no remaining John Hancock Preferred Income Fund position as of Q2 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 3,466 John Hancock Preferred Income Fund shares in Q2 2024, an estimated $58K.
  • Carson Wealth (CWM LLC) first reported a position in John Hancock Preferred Income Fund in Q2 2018 and held it in 16 quarters.
  • Carson Wealth (CWM LLC)'s John Hancock Preferred Income Fund position peaked at $274K in Q1 2022.
  • 55 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q2 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2024, filed 10 Jul 2024.