Householder Group Estate & Retirement Specialist’s John Hancock Preferred Income Fund HPI Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	–	Sell	-62	Closed	-$1K	–	813
2024 Q3	$1K	Hold	62	–	–	﹤0.01%	1096
2024 Q2	$1K	Hold	62	–	–	﹤0.01%	1134
2024 Q1	$1.03K	Hold	62	–	–	﹤0.01%	1112
2023 Q4	$0	Hold	62	–	–	﹤0.01%	1222
2023 Q3	$903	Buy	+62	New	+$941	﹤0.01%	1153
2023 Q1	$1K	Buy	+62	New	+$1.03K	﹤0.01%	1150
2022 Q4	–	Sell	-62	Closed	–	–	647
2022 Q3	$0	Buy	+62	New	+$1.1K	﹤0.01%	1142

Other funds holding HPI

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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

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

TCMG

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's HPI Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of John Hancock Preferred Income Fund (HPI) in Q4 2024, closing a stake of 62 shares — an estimated $1K sold.

Householder Group Estate & Retirement Specialist first reported a position in HPI in Q3 2022 and held it in 7 quarters. The position peaked at $1.03K in Q1 2024. 62 funds tracked by Wall St. Rank hold HPI as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining John Hancock Preferred Income Fund position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 62 John Hancock Preferred Income Fund shares in Q4 2024, an estimated $1K.
Householder Group Estate & Retirement Specialist first reported a position in John Hancock Preferred Income Fund in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's John Hancock Preferred Income Fund position peaked at $1.03K in Q1 2024.
62 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.