Davidson Capital Management’s John Hancock Preferred Income Fund HPI Stock Holding History

Davidson Capital Management’s Portfolio HPI Stock Details HPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-200	Closed	-$3.21K	–	112
2022 Q4	$3.21K	Buy	+200	New	+$3.19K	﹤0.01%	80

Other funds holding HPI

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

TCMG

TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return

Davidson Capital Management's HPI Position: Q1 2023 in Review

Davidson Capital Management sold out of John Hancock Preferred Income Fund (HPI) in Q1 2023, closing a stake of 200 shares — an estimated $3.21K sold.

Davidson Capital Management first reported a position in HPI in Q4 2022 and held it in 1 quarter. The position peaked at $3.21K in Q4 2022. 60 funds tracked by Wall St. Rank hold HPI as of Q1 2023.

Davidson Capital Management reported no remaining John Hancock Preferred Income Fund position as of Q1 2023 after selling out during the quarter.
Davidson Capital Management sold 200 John Hancock Preferred Income Fund shares in Q1 2023, an estimated $3.21K.
Davidson Capital Management first reported a position in John Hancock Preferred Income Fund in Q4 2022 and held it in 1 quarter.
Davidson Capital Management's John Hancock Preferred Income Fund position peaked at $3.21K in Q4 2022.
60 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q1 2023.

Based on Davidson Capital Management's 13F filing for Q1 2023, filed 1 May 2023.