FourThought Financial’s John Hancock Financial Opportunities Fund BTO Stock Holding History

FourThought Financial’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
2022 Q3	$8K	Hold	255	–	–	﹤0.01%	1077
2022 Q2	$9K	Hold	255	–	–	﹤0.01%	1034
2022 Q1	$10K	Hold	255	–	–	﹤0.01%	1034
2021 Q4	$12K	Hold	255	–	–	﹤0.01%	1037
2021 Q3	$10K	Hold	255	–	–	﹤0.01%	1100
2021 Q2	$9K	Hold	255	–	–	﹤0.01%	1116
2021 Q1	$9K	Hold	255	–	–	﹤0.01%	1072
2020 Q4	$7K	Buy	+255	New	+$6.68K	﹤0.01%	1083

Other funds holding BTO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

NSAM

North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

FourThought Financial's BTO Position: Q3 2022 in Review

FourThought Financial held its John Hancock Financial Opportunities Fund (BTO) position steady in Q3 2022 at 255 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1077.

FourThought Financial first reported a position in BTO in Q4 2020 and has held it in 8 quarters since. The position peaked at $12K in Q4 2021. 63 funds tracked by Wall St. Rank hold BTO as of Q3 2022.

FourThought Financial held 255 shares of John Hancock Financial Opportunities Fund worth $8K as of Q3 2022.
FourThought Financial left its John Hancock Financial Opportunities Fund share count unchanged in Q3 2022.
John Hancock Financial Opportunities Fund made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #1077 holding.
FourThought Financial first reported a position in John Hancock Financial Opportunities Fund in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's John Hancock Financial Opportunities Fund position peaked at $12K in Q4 2021.
63 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.