FWA
HPI

Freedom Wealth Alliance’s John Hancock Preferred Income Fund HPI Stock Holding History

Freedom Wealth Alliance’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
2023
Q1 		– Sell
-2,660
Closed -$42.7K – 230
2022
Q4 		$42.7K Buy
+2,660
New +$42.4K 0.06% 131

Other funds holding HPI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return

Freedom Wealth Alliance's HPI Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of John Hancock Preferred Income Fund (HPI) in Q1 2023, closing a stake of 2,660 shares — an estimated $42.7K sold.

Freedom Wealth Alliance first reported a position in HPI in Q4 2022 and held it in 1 quarter. The position peaked at $42.7K in Q4 2022. 60 funds tracked by Wall St. Rank hold HPI as of Q1 2023.

  • Freedom Wealth Alliance reported no remaining John Hancock Preferred Income Fund position as of Q1 2023 after selling out during the quarter.
  • Freedom Wealth Alliance sold 2,660 John Hancock Preferred Income Fund shares in Q1 2023, an estimated $42.7K.
  • Freedom Wealth Alliance first reported a position in John Hancock Preferred Income Fund in Q4 2022 and held it in 1 quarter.
  • Freedom Wealth Alliance's John Hancock Preferred Income Fund position peaked at $42.7K in Q4 2022.
  • 60 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.