JWA
BTO

JFS Wealth Advisors’s John Hancock Financial Opportunities Fund BTO Stock Holding History

JFS Wealth Advisors’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
Q2 		– Sell
-252
Closed -$10K – 1757
2022
Q1 		$10K Hold
252
– – ﹤0.01% 780
2021
Q4 		$12K Buy
+252
New +$11.1K ﹤0.01% 656

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
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

JFS Wealth Advisors's BTO Position: Q2 2022 in Review

JFS Wealth Advisors sold out of John Hancock Financial Opportunities Fund (BTO) in Q2 2022, closing a stake of 252 shares — an estimated $10K sold.

JFS Wealth Advisors first reported a position in BTO in Q4 2021 and held it in 2 quarters. The position peaked at $12K in Q4 2021. 66 funds tracked by Wall St. Rank hold BTO as of Q2 2022.

  • JFS Wealth Advisors reported no remaining John Hancock Financial Opportunities Fund position as of Q2 2022 after selling out during the quarter.
  • JFS Wealth Advisors sold 252 John Hancock Financial Opportunities Fund shares in Q2 2022, an estimated $10K.
  • JFS Wealth Advisors first reported a position in John Hancock Financial Opportunities Fund in Q4 2021 and held it in 2 quarters.
  • JFS Wealth Advisors's John Hancock Financial Opportunities Fund position peaked at $12K in Q4 2021.
  • 66 funds tracked by Wall St. Rank held John Hancock Financial Opportunities Fund as of Q2 2022.

Based on JFS Wealth Advisors's 13F filing for Q2 2022, filed 2 Aug 2022.