Cary Street Partners Investment Advisory’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio BTO Stock Details BTO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-75	Closed	-$1.97K	–	778
2023 Q3	$1.97K	Hold	75	–	–	﹤0.01%	1666
2023 Q2	$2.01K	Buy	+75	New	+$2.02K	﹤0.01%	1586

Other funds holding BTO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NSAM

North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Cary Street Partners Investment Advisory's BTO Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of John Hancock Financial Opportunities Fund (BTO) in Q4 2023, closing a stake of 75 shares — an estimated $1.97K sold.

Cary Street Partners Investment Advisory first reported a position in BTO in Q2 2023 and held it in 2 quarters. The position peaked at $2.01K in Q2 2023. 76 funds tracked by Wall St. Rank hold BTO as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining John Hancock Financial Opportunities Fund position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 75 John Hancock Financial Opportunities Fund shares in Q4 2023, an estimated $1.97K.
Cary Street Partners Investment Advisory first reported a position in John Hancock Financial Opportunities Fund in Q2 2023 and held it in 2 quarters.
Cary Street Partners Investment Advisory's John Hancock Financial Opportunities Fund position peaked at $2.01K in Q2 2023.
76 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.