IWP
BTO

IAG Wealth Partners’s John Hancock Financial Opportunities Fund BTO Stock Holding History

IAG Wealth Partners’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
2023
Q3 		– Sell
-944
Closed -$25.3K – 454
2023
Q2 		$25.3K Buy
+944
New +$25.5K 0.01% 213

Other funds holding BTO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
NSAM
North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return
AIC
Aurora Investment Counsel Atlanta, Georgia $180M AUM 0.3% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

IAG Wealth Partners's BTO Position: Q3 2023 in Review

IAG Wealth Partners sold out of John Hancock Financial Opportunities Fund (BTO) in Q3 2023, closing a stake of 944 shares — an estimated $25.3K sold.

IAG Wealth Partners first reported a position in BTO in Q2 2023 and held it in 1 quarter. The position peaked at $25.3K in Q2 2023. 64 funds tracked by Wall St. Rank hold BTO as of Q3 2023.

  • IAG Wealth Partners reported no remaining John Hancock Financial Opportunities Fund position as of Q3 2023 after selling out during the quarter.
  • IAG Wealth Partners sold 944 John Hancock Financial Opportunities Fund shares in Q3 2023, an estimated $25.3K.
  • IAG Wealth Partners first reported a position in John Hancock Financial Opportunities Fund in Q2 2023 and held it in 1 quarter.
  • IAG Wealth Partners's John Hancock Financial Opportunities Fund position peaked at $25.3K in Q2 2023.
  • 64 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q3 2023.

Based on IAG Wealth Partners's 13F filing for Q3 2023, filed 24 Oct 2023.