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Fiduciary Alliance’s John Hancock Multifactor Large Cap ETF JHML Stock Holding History

Fiduciary Alliance’s Portfolio JHML Stock Details JHML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-141
Closed -$7.74K – 574
2023
Q2 		$7.74K Buy
+141
New +$7.39K ﹤0.01% 612
2023
Q1 		– Sell
-141
Closed -$6.94K – 514
2022
Q4 		$6.94K Buy
+141
New +$6.96K ﹤0.01% 473

Other funds holding JHML

GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SWMG
Sanchez Wealth Management Group Jacksonville, Florida $462M AUM 13.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HIF
Hill Island Financial Grand Rapids, Michigan $412M AUM 21.46% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

Fiduciary Alliance's JHML Position: Q3 2023 in Review

Fiduciary Alliance sold out of John Hancock Multifactor Large Cap ETF (JHML) in Q3 2023, closing a stake of 141 shares — an estimated $7.74K sold.

Fiduciary Alliance first reported a position in JHML in Q4 2022 and held it in 2 quarters. The position peaked at $7.74K in Q2 2023. 88 funds tracked by Wall St. Rank hold JHML as of Q3 2023.

  • Fiduciary Alliance reported no remaining John Hancock Multifactor Large Cap ETF position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 141 John Hancock Multifactor Large Cap ETF shares in Q3 2023, an estimated $7.74K.
  • Fiduciary Alliance first reported a position in John Hancock Multifactor Large Cap ETF in Q4 2022 and held it in 2 quarters.
  • Fiduciary Alliance's John Hancock Multifactor Large Cap ETF position peaked at $7.74K in Q2 2023.
  • 88 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.