CWS
BTO

Confluence Wealth Services’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Confluence Wealth Services’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
-73
Closed -$3K – 365
2021
Q4 		$3K Buy
+73
New +$3.21K ﹤0.01% 1101

Other funds holding BTO

Morgan Stanley
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return

Confluence Wealth Services's BTO Position: Q1 2022 in Review

Confluence Wealth Services sold out of John Hancock Financial Opportunities Fund (BTO) in Q1 2022, closing a stake of 73 shares — an estimated $3K sold.

Confluence Wealth Services first reported a position in BTO in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 67 funds tracked by Wall St. Rank hold BTO as of Q1 2022.

  • Confluence Wealth Services reported no remaining John Hancock Financial Opportunities Fund position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 73 John Hancock Financial Opportunities Fund shares in Q1 2022, an estimated $3K.
  • Confluence Wealth Services first reported a position in John Hancock Financial Opportunities Fund in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's John Hancock Financial Opportunities Fund position peaked at $3K in Q4 2021.
  • 67 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.