FSA Wealth Management’s John Hancock Preferred Income Fund HPI Stock Holding History

FSA Wealth Management’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 Q1	$8.33K	Sell	501 -450	-47%	-$7.26K	﹤0.01%	354
2023 Q4	$15K	Buy	+951	New	+$13.8K	0.01%	272
2021 Q1	–	Sell	-1,870	Closed	-$37K	–	130
2020 Q4	$37K	Buy	+1,870	New	+$35.7K	0.02%	153
2020 Q3	–	Sell	-1,870	Closed	-$37K	–	181
2020 Q2	$37K	Hold	1,870	–	–	0.03%	144
2020 Q1	$30K	Buy	1,870 +430	+30%	+$9.01K	0.03%	139
2019 Q4	$33K	Buy	+1,440	New	+$32.6K	0.02%	166

Other funds holding HPI

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

TCMG

TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

FSA Wealth Management's HPI Position: Q1 2024 in Review

FSA Wealth Management reduced its John Hancock Preferred Income Fund (HPI) stake by 47% in Q1 2024, selling an estimated $7.26K and leaving 501 shares worth $8.33K. The position accounts for ﹤0.01% of the portfolio, ranked #354.

FSA Wealth Management first reported a position in HPI in Q4 2019 and has held it in 6 quarters since. The position peaked at $37K in Q4 2020. 60 funds tracked by Wall St. Rank hold HPI as of Q1 2024.

FSA Wealth Management held 501 shares of John Hancock Preferred Income Fund worth $8.33K as of Q1 2024.
FSA Wealth Management sold 450 John Hancock Preferred Income Fund shares in Q1 2024, an estimated $7.26K.
John Hancock Preferred Income Fund made up ﹤0.01% of FSA Wealth Management's portfolio in Q1 2024, its #354 holding.
FSA Wealth Management first reported a position in John Hancock Preferred Income Fund in Q4 2019 and has held it in 6 quarters since.
FSA Wealth Management's John Hancock Preferred Income Fund position peaked at $37K in Q4 2020.
60 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q1 2024.

Based on FSA Wealth Management's 13F filing for Q1 2024, filed 16 May 2024.