FCA
HPI

FinTrust Capital Advisors’s John Hancock Preferred Income Fund HPI Stock Holding History

FinTrust Capital Advisors’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
2024
Q2 		– Sell
-960
Closed -$16K – 1391
2024
Q1 		$16K Buy
+960
New +$15.5K ﹤0.01% 780

Other funds holding HPI

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

FinTrust Capital Advisors's HPI Position: Q2 2024 in Review

FinTrust Capital Advisors sold out of John Hancock Preferred Income Fund (HPI) in Q2 2024, closing a stake of 960 shares — an estimated $16K sold.

FinTrust Capital Advisors first reported a position in HPI in Q1 2024 and held it in 1 quarter. The position peaked at $16K in Q1 2024. 55 funds tracked by Wall St. Rank hold HPI as of Q2 2024.

  • FinTrust Capital Advisors reported no remaining John Hancock Preferred Income Fund position as of Q2 2024 after selling out during the quarter.
  • FinTrust Capital Advisors sold 960 John Hancock Preferred Income Fund shares in Q2 2024, an estimated $16K.
  • FinTrust Capital Advisors first reported a position in John Hancock Preferred Income Fund in Q1 2024 and held it in 1 quarter.
  • FinTrust Capital Advisors's John Hancock Preferred Income Fund position peaked at $16K in Q1 2024.
  • 55 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q2 2024.

Based on FinTrust Capital Advisors's 13F filing for Q2 2024, filed 24 Jul 2024.