Fidelity Investments’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Fidelity Investments’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
2024 Q1	–	Sell	-1	Closed	-$30	–	5388
2023 Q4	$30	Buy	+1	New	+$27	﹤0.01%	5108
2023 Q3	–	Sell	-1	Closed	-$27	–	5295
2023 Q2	$27	Buy	+1	New	+$27	﹤0.01%	5115
2022 Q4	–	Sell	-1	Closed	–	–	5361
2022 Q3	$0	Buy	+1	New	+$36	﹤0.01%	4879
2021 Q3	–	Sell	-4	Closed	–	–	4374
2021 Q2	$0	Buy	+4	New	+$158	﹤0.01%	4270
2019 Q3	–	Sell	-1	Closed	–	–	3787
2019 Q2	$0	Buy	+1	New	+$33	﹤0.01%	3751
2019 Q1	–	Sell	-1	Closed	–	–	3635
2018 Q4	$0	Buy	+1	New	+$34	﹤0.01%	3544

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

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

AIC

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

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

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

Fidelity Investments's BTO Position: Q1 2024 in Review

Fidelity Investments sold out of John Hancock Financial Opportunities Fund (BTO) in Q1 2024, closing a stake of 1 share — an estimated $30 sold.

Fidelity Investments first reported a position in BTO in Q4 2018 and held it in 6 quarters. The position peaked at $30 in Q4 2023. 69 funds tracked by Wall St. Rank hold BTO as of Q1 2024.

Fidelity Investments reported no remaining John Hancock Financial Opportunities Fund position as of Q1 2024 after selling out during the quarter.
Fidelity Investments sold 1 John Hancock Financial Opportunities Fund share in Q1 2024, an estimated $30.
Fidelity Investments first reported a position in John Hancock Financial Opportunities Fund in Q4 2018 and held it in 6 quarters.
Fidelity Investments's John Hancock Financial Opportunities Fund position peaked at $30 in Q4 2023.
69 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q1 2024.

Based on Fidelity Investments's 13F filing for Q1 2024, filed 13 May 2024.