HWMA
BTO

Heritage Wealth Management (Arizona)’s John Hancock Financial Opportunities Fund BTO Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		– Sell
-1,500
Closed -$47K – 1082
2022
Q3 		$47K Hold
1,500
– – 0.02% 409
2022
Q2 		$55.7K Hold
1,500
– – 0.02% 402
2022
Q1 		$60K Buy
+1,500
New +$66.7K 0.02% 446

Other funds holding BTO

Morgan Stanley
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
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
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s BTO Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) sold out of John Hancock Financial Opportunities Fund (BTO) in Q4 2022, closing a stake of 1,500 shares — an estimated $47K sold.

Heritage Wealth Management (Arizona) first reported a position in BTO in Q1 2022 and held it in 3 quarters. The position peaked at $60K in Q1 2022. 61 funds tracked by Wall St. Rank hold BTO as of Q4 2022.

  • Heritage Wealth Management (Arizona) reported no remaining John Hancock Financial Opportunities Fund position as of Q4 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 1,500 John Hancock Financial Opportunities Fund shares in Q4 2022, an estimated $47K.
  • Heritage Wealth Management (Arizona) first reported a position in John Hancock Financial Opportunities Fund in Q1 2022 and held it in 3 quarters.
  • Heritage Wealth Management (Arizona)'s John Hancock Financial Opportunities Fund position peaked at $60K in Q1 2022.
  • 61 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.