Cornerstone Wealth Management’s John Hancock Multifactor Large Cap ETF JHML Stock Holding History

Cornerstone Wealth Management’s Portfolio JHML Stock Details JHML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-6,200	Closed	-$337K	–	477
2021 Q2	$337K	Hold	6,200	–	–	0.04%	350
2021 Q1	$315K	Sell	6,200 -800	-11%	-$39.3K	0.04%	343
2020 Q4	$332K	Buy	7,000 +1,000	+17%	+$44.8K	0.04%	315
2020 Q3	$251K	Hold	6,000	–	–	0.04%	335
2020 Q2	$230K	Sell	6,000 -5,957	-50%	-$217K	0.04%	333
2020 Q1	$384K	Hold	11,957	–	–	0.07%	230
2019 Q4	$493K	Hold	11,957	–	–	0.08%	213
2019 Q3	$460K	Buy	11,957 +650	+6%	+$24.7K	0.08%	217
2019 Q2	$428K	Hold	11,307	–	–	0.08%	230
2019 Q1	$215K	Buy	+11,307	New	+$396K	0.03%	471

Other funds holding JHML

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

SWMG

Sanchez Wealth Management Group Jacksonville, Florida $462M AUM 13.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cornerstone Wealth Management's JHML Position: Q3 2021 in Review

Cornerstone Wealth Management sold out of John Hancock Multifactor Large Cap ETF (JHML) in Q3 2021, closing a stake of 6,200 shares — an estimated $337K sold.

Cornerstone Wealth Management first reported a position in JHML in Q1 2019 and held it in 10 quarters. The position peaked at $493K in Q4 2019. 63 funds tracked by Wall St. Rank hold JHML as of Q3 2021.

Cornerstone Wealth Management reported no remaining John Hancock Multifactor Large Cap ETF position as of Q3 2021 after selling out during the quarter.
Cornerstone Wealth Management sold 6,200 John Hancock Multifactor Large Cap ETF shares in Q3 2021, an estimated $337K.
Cornerstone Wealth Management first reported a position in John Hancock Multifactor Large Cap ETF in Q1 2019 and held it in 10 quarters.
Cornerstone Wealth Management's John Hancock Multifactor Large Cap ETF position peaked at $493K in Q4 2019.
63 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q3 2021.

Based on Cornerstone Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.