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Fernwood Investment Management’s John Hancock Multifactor Small Cap ETF JHSC Stock Holding History

Fernwood Investment Management’s Portfolio JHSC Stock Details JHSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-204
Closed -$7.86K – 455
2024
Q1 		$7.86K Buy
+204
New +$7.42K ﹤0.01% 599

Other funds holding JHSC

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $334M AUM 11.57% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fernwood Investment Management's JHSC Position: Q2 2024 in Review

Fernwood Investment Management sold out of John Hancock Multifactor Small Cap ETF (JHSC) in Q2 2024, closing a stake of 204 shares — an estimated $7.86K sold.

Fernwood Investment Management first reported a position in JHSC in Q1 2024 and held it in 1 quarter. The position peaked at $7.86K in Q1 2024. 58 funds tracked by Wall St. Rank hold JHSC as of Q2 2024.

  • Fernwood Investment Management reported no remaining John Hancock Multifactor Small Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 204 John Hancock Multifactor Small Cap ETF shares in Q2 2024, an estimated $7.86K.
  • Fernwood Investment Management first reported a position in John Hancock Multifactor Small Cap ETF in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's John Hancock Multifactor Small Cap ETF position peaked at $7.86K in Q1 2024.
  • 58 funds tracked by Wall St. Rank held John Hancock Multifactor Small Cap ETF as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.