FMWA
HTD

Forvis Mazars Wealth Advisors’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

Forvis Mazars Wealth Advisors’s Portfolio HTD Stock Details HTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-19,458
Closed -$409K – 317
2020
Q4 		$409K Buy
+19,458
New +$398K 0.02% 254

Other funds holding HTD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Forvis Mazars Wealth Advisors's HTD Position: Q1 2021 in Review

Forvis Mazars Wealth Advisors sold out of John Hancock Tax-Advantaged Dividend Income Fund (HTD) in Q1 2021, closing a stake of 19,458 shares — an estimated $409K sold.

Forvis Mazars Wealth Advisors first reported a position in HTD in Q4 2020 and held it in 1 quarter. The position peaked at $409K in Q4 2020. 90 funds tracked by Wall St. Rank hold HTD as of Q1 2021.

  • Forvis Mazars Wealth Advisors reported no remaining John Hancock Tax-Advantaged Dividend Income Fund position as of Q1 2021 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 19,458 John Hancock Tax-Advantaged Dividend Income Fund shares in Q1 2021, an estimated $409K.
  • Forvis Mazars Wealth Advisors first reported a position in John Hancock Tax-Advantaged Dividend Income Fund in Q4 2020 and held it in 1 quarter.
  • Forvis Mazars Wealth Advisors's John Hancock Tax-Advantaged Dividend Income Fund position peaked at $409K in Q4 2020.
  • 90 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q1 2021.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2021, filed 23 Apr 2021.