Herold Advisors’s John Hancock Preferred Income Fund HPI Stock Holding History

Herold Advisors’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
2022 Q2	–	Sell	-1,455	Closed	-$28.2K	–	389
2022 Q1	$28.2K	Buy	+1,455	New	+$27.9K	0.01%	463
2021 Q4	–	Sell	-1,455	Closed	-$31K	–	376
2021 Q3	$31K	Buy	+1,455	New	+$31.6K	0.01%	452

Other funds holding HPI

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

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

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

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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

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

DTIM

Danda Trouve Investment Management Prairie Village, Kansas $54.1M AUM 13.18% 1-Year Est. Return

TCMG

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

Herold Advisors's HPI Position: Q2 2022 in Review

Herold Advisors sold out of John Hancock Preferred Income Fund (HPI) in Q2 2022, closing a stake of 1,455 shares — an estimated $28.2K sold.

Herold Advisors first reported a position in HPI in Q3 2021 and held it in 2 quarters. The position peaked at $31K in Q3 2021. 60 funds tracked by Wall St. Rank hold HPI as of Q2 2022.

Herold Advisors reported no remaining John Hancock Preferred Income Fund position as of Q2 2022 after selling out during the quarter.
Herold Advisors sold 1,455 John Hancock Preferred Income Fund shares in Q2 2022, an estimated $28.2K.
Herold Advisors first reported a position in John Hancock Preferred Income Fund in Q3 2021 and held it in 2 quarters.
Herold Advisors's John Hancock Preferred Income Fund position peaked at $31K in Q3 2021.
60 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.