JIP
HNW

Jaffetilchin Investment Partners’s Pioneer Diversified High Income Fund HNW Stock Holding History

Jaffetilchin Investment Partners’s Portfolio HNW Stock Details HNW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-673
Closed -$8.28K – 768
2024
Q3 		$8.28K Buy
+673
New +$8.16K ﹤0.01% 939

Other funds holding HNW

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Jaffetilchin Investment Partners's HNW Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Pioneer Diversified High Income Fund (HNW) in Q4 2024, closing a stake of 673 shares — an estimated $8.28K sold.

Jaffetilchin Investment Partners first reported a position in HNW in Q3 2024 and held it in 1 quarter. The position peaked at $8.28K in Q3 2024. 28 funds tracked by Wall St. Rank hold HNW as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining Pioneer Diversified High Income Fund position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 673 Pioneer Diversified High Income Fund shares in Q4 2024, an estimated $8.28K.
  • Jaffetilchin Investment Partners first reported a position in Pioneer Diversified High Income Fund in Q3 2024 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's Pioneer Diversified High Income Fund position peaked at $8.28K in Q3 2024.
  • 28 funds tracked by Wall St. Rank held Pioneer Diversified High Income Fund as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.