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Fairway Wealth’s John Hancock Premium Dividend Fund PDT Stock Holding History

Fairway Wealth’s Portfolio PDT Stock Details PDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-426
Closed -$5.43K – 274
2024
Q4 		$5.43K Buy
+426
New +$5.51K ﹤0.01% 207

Other funds holding PDT

Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PFA
Pathway Financial Advisers Auburn, Indiana $397M AUM 33.93% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return

Fairway Wealth's PDT Position: Q1 2025 in Review

Fairway Wealth sold out of John Hancock Premium Dividend Fund (PDT) in Q1 2025, closing a stake of 426 shares — an estimated $5.43K sold.

Fairway Wealth first reported a position in PDT in Q4 2024 and held it in 1 quarter. The position peaked at $5.43K in Q4 2024. 88 funds tracked by Wall St. Rank hold PDT as of Q1 2025.

  • Fairway Wealth reported no remaining John Hancock Premium Dividend Fund position as of Q1 2025 after selling out during the quarter.
  • Fairway Wealth sold 426 John Hancock Premium Dividend Fund shares in Q1 2025, an estimated $5.43K.
  • Fairway Wealth first reported a position in John Hancock Premium Dividend Fund in Q4 2024 and held it in 1 quarter.
  • Fairway Wealth's John Hancock Premium Dividend Fund position peaked at $5.43K in Q4 2024.
  • 88 funds tracked by Wall St. Rank held John Hancock Premium Dividend Fund as of Q1 2025.

Based on Fairway Wealth's 13F filing for Q1 2025, filed 29 Apr 2025.