FWM
JHS

Foresight Wealth Management’s John Hancock Income Securities Trust JHS Stock Holding History

Foresight Wealth Management’s Portfolio JHS Stock Details JHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-25,355
Closed -$402K – 136
2021
Q3 		$402K Buy
25,355
+6,947
+38% +$111K 0.08% 83
2021
Q2 		$294K Buy
+18,408
New +$289K 0.07% 99

Other funds holding JHS

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Foresight Wealth Management's JHS Position: Q4 2021 in Review

Foresight Wealth Management sold out of John Hancock Income Securities Trust (JHS) in Q4 2021, closing a stake of 25,355 shares — an estimated $402K sold.

Foresight Wealth Management first reported a position in JHS in Q2 2021 and held it in 2 quarters. The position peaked at $402K in Q3 2021. 27 funds tracked by Wall St. Rank hold JHS as of Q4 2021.

  • Foresight Wealth Management reported no remaining John Hancock Income Securities Trust position as of Q4 2021 after selling out during the quarter.
  • Foresight Wealth Management sold 25,355 John Hancock Income Securities Trust shares in Q4 2021, an estimated $402K.
  • Foresight Wealth Management first reported a position in John Hancock Income Securities Trust in Q2 2021 and held it in 2 quarters.
  • Foresight Wealth Management's John Hancock Income Securities Trust position peaked at $402K in Q3 2021.
  • 27 funds tracked by Wall St. Rank held John Hancock Income Securities Trust as of Q4 2021.

Based on Foresight Wealth Management's 13F filing for Q4 2021, filed 4 Feb 2022.