Clearstead Advisors’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Clearstead Advisors’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
2022 Q1	–	Sell	-120	Closed	-$6K	–	1382
2021 Q4	$6K	Buy	+120	New	+$5.27K	﹤0.01%	971

Other funds holding BTO

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

RJFSA

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

NSAM

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

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

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

Clearstead Advisors's BTO Position: Q1 2022 in Review

Clearstead Advisors sold out of John Hancock Financial Opportunities Fund (BTO) in Q1 2022, closing a stake of 120 shares — an estimated $6K sold.

Clearstead Advisors first reported a position in BTO in Q4 2021 and held it in 1 quarter. The position peaked at $6K in Q4 2021. 67 funds tracked by Wall St. Rank hold BTO as of Q1 2022.

Clearstead Advisors reported no remaining John Hancock Financial Opportunities Fund position as of Q1 2022 after selling out during the quarter.
Clearstead Advisors sold 120 John Hancock Financial Opportunities Fund shares in Q1 2022, an estimated $6K.
Clearstead Advisors first reported a position in John Hancock Financial Opportunities Fund in Q4 2021 and held it in 1 quarter.
Clearstead Advisors's John Hancock Financial Opportunities Fund position peaked at $6K in Q4 2021.
67 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2022.

Based on Clearstead Advisors's 13F filing for Q1 2022, filed 4 May 2022.