Csenge Advisory Group’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Csenge Advisory Group’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 Q2	–	Sell	-7,812	Closed	-$239K	–	662
2023 Q1	$239K	Sell	7,812 -19,137	-71%	-$654K	0.02%	509
2022 Q4	$898K	Sell	26,949 -1,101	-4%	-$37.3K	0.07%	232
2022 Q3	$885K	Buy	28,050 +634	+2%	+$23K	0.07%	219
2022 Q2	$1.02M	Buy	27,416 +1,313	+5%	+$48.4K	0.09%	202
2022 Q1	$1.05M	Buy	26,103 +15,620	+149%	+$694K	0.08%	206
2021 Q4	$400K	Sell	10,483 -15,172	-59%	-$666K	0.04%	393
2021 Q3	$1.11M	Buy	25,655 +15,172	+145%	+$613K	0.09%	194
2021 Q2	$400K	Buy	10,483 +3,366	+47%	+$133K	0.04%	394
2021 Q1	$278K	Buy	+7,117	New	+$248K	0.03%	399

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 $40.4B AUM 21.2% 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

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

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

AIC

Aurora Investment Counsel Atlanta, Georgia $180M AUM 0.3% 1-Year Est. Return

Csenge Advisory Group's BTO Position: Q2 2023 in Review

Csenge Advisory Group sold out of John Hancock Financial Opportunities Fund (BTO) in Q2 2023, closing a stake of 7,812 shares — an estimated $239K sold.

Csenge Advisory Group first reported a position in BTO in Q1 2021 and held it in 9 quarters. The position peaked at $1.11M in Q3 2021. 65 funds tracked by Wall St. Rank hold BTO as of Q2 2023.

Csenge Advisory Group reported no remaining John Hancock Financial Opportunities Fund position as of Q2 2023 after selling out during the quarter.
Csenge Advisory Group sold 7,812 John Hancock Financial Opportunities Fund shares in Q2 2023, an estimated $239K.
Csenge Advisory Group first reported a position in John Hancock Financial Opportunities Fund in Q1 2021 and held it in 9 quarters.
Csenge Advisory Group's John Hancock Financial Opportunities Fund position peaked at $1.11M in Q3 2021.
65 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q2 2023.

Based on Csenge Advisory Group's 13F filing for Q2 2023, filed 20 Jul 2023.