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Heritage Financial Services’s John Hancock Multifactor Large Cap ETF JHML Stock Holding History

Heritage Financial Services’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
2022
Q3 		– Sell
-2,038
Closed -$97K – 276
2022
Q2 		$97K Buy
+2,038
New +$106K 0.05% 115

Other funds holding JHML

GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SWMG
Sanchez Wealth Management Group Jacksonville, Florida $462M AUM 13.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
HIF
Hill Island Financial Grand Rapids, Michigan $412M AUM 21.46% 1-Year Est. Return

Heritage Financial Services's JHML Position: Q3 2022 in Review

Heritage Financial Services sold out of John Hancock Multifactor Large Cap ETF (JHML) in Q3 2022, closing a stake of 2,038 shares — an estimated $97K sold.

Heritage Financial Services first reported a position in JHML in Q2 2022 and held it in 1 quarter. The position peaked at $97K in Q2 2022. 78 funds tracked by Wall St. Rank hold JHML as of Q3 2022.

  • Heritage Financial Services reported no remaining John Hancock Multifactor Large Cap ETF position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 2,038 John Hancock Multifactor Large Cap ETF shares in Q3 2022, an estimated $97K.
  • Heritage Financial Services first reported a position in John Hancock Multifactor Large Cap ETF in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's John Hancock Multifactor Large Cap ETF position peaked at $97K in Q2 2022.
  • 78 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.