Garrett Wealth Advisory Group’s John Hancock Multifactor Large Cap ETF JHML Stock Holding History

Garrett Wealth Advisory Group’s Portfolio JHML Stock Details JHML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-19,660	Closed	-$821K	–	49
2020 Q3	$821K	Sell	19,660 -668	-3%	-$27.4K	0.65%	22
2020 Q2	$776K	Sell	20,328 -13,812	-40%	-$504K	0.62%	23
2020 Q1	$1.09M	Buy	34,140 +5,142	+18%	+$199K	1.03%	13
2019 Q4	$1.19M	Sell	28,998 -142	-0.5%	-$5.64K	0.88%	15
2019 Q3	$1.12M	Buy	29,140 +493	+2%	+$18.8K	0.78%	16
2019 Q2	$1.08M	Sell	28,647 -1,975	-6%	-$73.5K	0.86%	16
2019 Q1	$1.12M	Buy	30,622 +852	+3%	+$29.8K	0.92%	15
2018 Q4	$955K	Buy	+29,770	New	+$1.03M	0.87%	15

Other funds holding JHML

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SWMG

Sanchez Wealth Management Group Jacksonville, Florida $571M AUM 21.17% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Garrett Wealth Advisory Group's JHML Position: Q4 2020 in Review

Garrett Wealth Advisory Group sold out of John Hancock Multifactor Large Cap ETF (JHML) in Q4 2020, closing a stake of 19,660 shares — an estimated $821K sold.

Garrett Wealth Advisory Group first reported a position in JHML in Q4 2018 and held it in 8 quarters. The position peaked at $1.19M in Q4 2019. 60 funds tracked by Wall St. Rank hold JHML as of Q4 2020.

Garrett Wealth Advisory Group reported no remaining John Hancock Multifactor Large Cap ETF position as of Q4 2020 after selling out during the quarter.
Garrett Wealth Advisory Group sold 19,660 John Hancock Multifactor Large Cap ETF shares in Q4 2020, an estimated $821K.
Garrett Wealth Advisory Group first reported a position in John Hancock Multifactor Large Cap ETF in Q4 2018 and held it in 8 quarters.
Garrett Wealth Advisory Group's John Hancock Multifactor Large Cap ETF position peaked at $1.19M in Q4 2019.
60 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q4 2020.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2020, filed 22 Jan 2021.